01242 585444  clientservices@attivogroup.co.uk

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Private clients

The right independent advice at the right time

Our private client services

Cash Flow Modelling

Cash flow modelling can be a key component of your financial planning review. 

With the guidance of your Financial Planner, cash flow modelling can help you visualise you current financial position and demonstrate how your future financial goals and objectives can be achieved. Life events, investment performance and taxation can all be taken into consideration to give a reviewable and detailed plan.

To find out more about how we can help you, please contact our Client Engagement Team on 01242 585440 or clientengagement@attivogroup.co.uk.

  • "I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."

    Craig Peterson, Managing Director of Future Advanced Manufacture

  • “We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”

    Corporate Client