Private clients

The right independent advice at the right time

Independent Financial Planning

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.

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