Choosing the right partner

Choose the right partner to look after your business

Retiring after years of running your financial planning business is a momentous event – and choosing the right partner to look after your clients when you retire is critical.

We understand how important it is for retiring IFAs to choose a company that already has high standards of client serving and will therefore put your clients first. Attivo Financial Planning will work with you to ensure a smooth transition for both you and your clients. We act with integrity and respect for you and your business and your clients at all times.

Our experienced team will work with you to effect a successful transaction.

We won’t provide an inflated valuation to simply charm you, which will be chipped away at a later date. We will offer a realistic, fair and equitable price for your business after completing a due diligence assessment.

We treat all opportunities with confidentiality and sensitivity.

Our dedicated Client Engagement team ensure that each of your clients is contacted to ensure they are welcomed to Attivo Financial Planning; then they are on hand to ensure your clients are looked after on an on-going basis.

Your clients will be looked after by our team of highly qualified and experienced Financial Planners and Paraplanners, many of whom are qualified to Fellow and Chartered Status.

At Attivo Financial Planning we will look at both Asset Purchase and Share Purchase arrangements.

For a confidential conversation about how Attivo Financial Planning can help you and your own retirement planning, please contact Joshua Lee, our Acquisitions Manager on 01242 585430 or email

Watch retiring IFAs talk about their experience with Attivo Financial Planning, their advice, and what Attivo Financial Planning looks for when acquiring an IFA firm.