Attivo is one of few privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist companies in the UK.
We specialise in investment and retirement, tax and estate planning advice for private clients. We’re here to listen, to understand what you want out of your life, to help you plan your next steps, and your future beyond that. We believe lifestyle financial planning is about much more than recommending a product to solve an immediate need. Sometimes we’ll encourage you to spend more to enjoy your life today, while for others, an action plan may be required to help you achieve future goals.
Holding Chartered status means we have satisfied rigorous criteria relating to professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII) and we are wholly committed to giving unbiased advice, which is why we have chosen to remain independent. This makes us different from many other financial services companies. We think the best way to look after clients is with a team of competent, experienced financial services specialists and our focus on training and professional development enables our highly qualified team to provide great value advice and service.
Our Head Office is in Cheltenham and we also have offices in London, Cardiff, Darlington, Leeds and Liverpool.
We specialise in investment and retirement, tax and estate planning advice for private clients. We’re here to listen, to understand what you want out of your life, to help you plan your next steps, and your future beyond that. We believe lifestyle financial planning is about much more than recommending a product to solve an immediate need. Sometimes we’ll encourage you to spend more to enjoy your life today, while for others, an action plan may be required to help you achieve future goals.
Holding Chartered status means we have satisfied rigorous criteria relating to professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII) and we are wholly committed to giving unbiased advice, which is why we have chosen to remain independent. This makes us different from many other financial services companies. We think the best way to look after clients is with a team of competent, experienced financial services specialists and our focus on training and professional development enables our highly qualified team to provide great value advice and service.
Our Head Office is in Cheltenham and we also have offices in London, Cardiff, Darlington, Leeds and Liverpool.
Services
Lifestyle Financial Planning
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Attivo takes a Life Plan First approach to financial planning, working with clients to uncover What Matters Most to them in their lives today and for the future. They then work with clients to establish what financial actions they need to take to support these goals. Sometimes clients can be encouraged to spend more to enjoy their lives today, while for others, an action plan may be required to help them achieve their future goals.
We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses.
We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses.
Reviews (10)
Helen Martin
May 25, 2023
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Mark Garrett
Dec 03, 2020
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Very happy with the service I've received since dealing with Attivo (2 years). I get regular updates from my advisor and feel like I can always ask for a meeting. Taking Attivo's advice to switch to a more managed deal for my pension has seen it perform better than it otherwise would have done over the past 2 years.
Sandra H.
Nov 24, 2020
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David Rowley
Nov 15, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We have been with Attivo Financial Planning for three years and have been extremely pleased with the service, advice, guidance and knowledge offered by our excellent financial adviser. We would have no hesitation in recommending them and have every faith and confidence in the advice we have been given.
We have been with Attivo Financial Planning for three years and have been extremely pleased with the service, advice, guidance and knowledge offered by our excellent financial adviser. We would have no hesitation in recommending them and have every faith and confidence in the advice we have been given.
Peter Mitchell
Aug 31, 2020
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Positive: Professionalism, Quality, Responsiveness
Very professional, knowledgeable outfit that responds very quickly and clearly to questions. Appears to have excellent calibre individuals who provide good reliable advice on wide ranging issues and subjects. I have been very happy with the service provided to date.
Very professional, knowledgeable outfit that responds very quickly and clearly to questions. Appears to have excellent calibre individuals who provide good reliable advice on wide ranging issues and subjects. I have been very happy with the service provided to date.
Andrew Deacon
Aug 13, 2020
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John Halcrow
Jan 24, 2020
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We have always been extremely happy with the advice and guidance offered by our financial adviser from Attivo Financial Planning. We ourselves have very limited knowledge and understanding of investment procedures, but have every confidence in the advice we have been given at our annual review and planning meetings.
Adrian Mann
Jan 01, 2020
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Neil Harrison
Nov 15, 2019
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Dinah Haynes
Aug 29, 2019
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Our experience with Ativo Financial planning company has been first class.
We have been guided from our limited knowledge and understanding of best investment and tax efficiency plans to a well structured, well managed portfolio. We are kept fully informed and have regular one to one forward planning meetings.
We have and will continue to recommend Attivo Financial Planning to our family and friends.
We have been guided from our limited knowledge and understanding of best investment and tax efficiency plans to a well structured, well managed portfolio. We are kept fully informed and have regular one to one forward planning meetings.
We have and will continue to recommend Attivo Financial Planning to our family and friends.
