Whatever stage you are at in your life, retirement planning is something you should consider, particularly since retirement rules introduced in 2015 made pensions more accessible and inheritable than ever before.
Most people build up several different pensions over their working life and understanding the benefits of each scheme is important. We are both Personal and Occupational Pension Specialists so we can advise you on what is best for you and your retirement planning.
Whether you are employed or self-employed, Attivo Financial Planning can help you understand how to achieve the level of income you would like in your retirement.
"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.”