Private clients

The right independent advice at the right time

Corporate services

As a privately owned company ourselves, we understand the challenges of owning and running a business and the significant time, energy and commitment it takes.

We can help you with your corporate financial planning, including how money can be taken out of the business tax efficiently.

The regulatory and legislative requirements on businesses are higher than ever, particularly in relation to employment law, pensions, and data protection, and the penalties for non-compliance can be severe. Pensions legislation, for example, has placed the burden for provision with employers, and failure to comply can result in disproportionate fines.

Attivo Financial Planning provides support to business owners and managers to ensure they fulfil both their employee welfare and business risk  management obligations. We offer advice on a range of corporate services including group pension schemes, pension auto enrolment, employee benefits, group protection, and personal advice to executives and directors.

Independent Corporate Financial Planning Review

Recruiting the right people is key to success in any industry, and retaining and rewarding them is crucial in today’s low unemployment environment. Many businesses have never had an Independent Corporate Financial Planning Review and may be unaware of the planning opportunities to protect the interests of the business and its assets, whilst looking after employees and meeting regulatory requirements.

It is recognised that people do not just work for a salary; culture and benefits are important considerations, particularly as staff turnover can be a significant business cost. A comprehensive employee benefits package can help attract new employees whilst supporting staff retention, and have a positive impact on profitability.

Working with other professionals

Attivo Financial Planning has carefully researched and selected products and services from other providers to complement and enhance our offering.

We have established relationships with other relevant professionals such as accountants, solicitors and payroll providers who can your help business fulfil its legal obligations, or with services such as mortgages, protection, and will writing.

This means we can support you with every aspect of your business financial planning and if you already have relationships with professionals, we will work in collaboration with them.

We can help you with:

Group pensions including auto enrolment

Group income protection, private medical insurance, critical illness cover, and life assurance

Commercial property purchase

Corporate investments

Investments for charities

Strategic corporate financial and tax planning

Exit strategies

Financial planning for business owners

To find out more about how we can help you please contact our Client Engagement Team on 01242 585440 or