Genuine 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, our client, 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 a genuinely 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, where appropriate, cash flow modelling.
"What I’ve found very helpful about Attivo Financial Planning and their service is the personal touch. No matter how small or large your investment you feel that your financial situation is important to them and they are actually just working for you. It’s a good gift to have to make you think that you are the only client."
"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."