01242 585444  clientservices@attivogroup.co.uk

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Private clients

The right independent advice at the right time

Our private client services

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 who can help you with services such as mortgages, protection, and will writing.

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

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