Whatever stage you are at in your life, retirement planning is something you need to consider, particularly since retirement rules applied 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. Attivo Financial Planning are both personal and occupational pension transfer specialists so we can advise you on what is best for you and your retirement planning.
So whatever stage you are at in your life, 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.
"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."