Genuinely independent financial planning is much more than just recommending a product to solve an immediate need. It is about creating a financial plan to help you achieve your short, medium and long-term financial goals.
By first understanding your current situation and aspirations, including your attitude and capacity to take risk, a financial plan can be designed, agreed and then with your consent, implemented. As an independent firm we work for you, our client, and we can source the right solution from the whole of the market.
Your financial plan may use different types of investments and pensions and may include an investment strategy designed to suit your individual circumstances. We will use a range of financial tools to help develop your plan including cash flow modelling, where appropriate.
"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."
“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.”