IHT Seminars
Join one of our local, in-person seminars to understand how proposed IHT changes could affect you, and the steps you can take to pass on more of your wealth to the people who matter most.
Independent Financial Planners
…and your finances have a significant role to play in how that story unfolds.
Discover how Lifestyle Financial Planning can empower you to achieve your goals,
realise your ambitions, and focus on what truly matters most to you.
At Attivo, we do things differently.
As one of the UK’s largest chartered, independent financial planners, we put our clients’ values, goals and ambitions at the heart of everything we do, building Lifestyle Financial Plans shaped around the life they want to live – both now, and in the future.
“Your financial planner almost becomes part of the big events that happen in your life. It’s all about relationship-building – after all, how can you trust their advice without a strong relationship?”
– Pete Harrison, Attivo client
Financial Planning For You
Build long term security, protect what matters most and feel confident about your future with financial and retirement planning, investments, tax and estate planning, mortgages and protection.
Financial Planning For Business
Get support at every stage with financial reviews, insurance, premises and exit planning, and utilise high quality employee benefits, wellbeing support, group protection and workplace pensions.
Real lives, real outcomes
Discover the positive impact we’ve had in the lives of tens of thousands of clients:
Client Profile: Pete and Sally Harrison
By Marina Gask When you go from spending your days desk-bound as Technical Director of an engineering consultancy to sweeping…
Client Profile: Candy Shaw
By Sophie Barton Many of us relish the chance for an easier pace of life when we hit our 70s,…
Client Story: Jeremy Lewis and the Cheltenham Festivals
By Ally Oliver A conversation with client Jeremy Lewis with his Attivo Lifestyle Financial Planner was the start of Attivo’s…
Client Profile: Terry Whenham
By Ally Oliver The Northamptonshire home of Terry Whenham has a garden office brimming with memorabilia and history books, the…
Client Profile: Kevin Chunisingh
By Ally Oliver A life-changing accident has meant Attivo client Kevin Chunisingh is determined to reach his potential, and find…
Client Profile: Tony O’Brien
By Nicole Carmichael Taking early retirement at 50 meant Attivo client Tony O’Brien could fulfil his lifelong dream of becoming…
Client Profile: Marianne and Jane
By Jane Johnson After long careers in the NHS, Marianne Horsley and Jane Burrage are having the time of their…
Client Profile: Phil Hooper
By Ally Oliver Phil Hooper’s 42-year career in contract catering gave him a lust for life that continues into retirement.…
Client Profile: The Calm After The Storm
By Joely Carey Two weeks before her 60th birthday, former Attivo pensions director Frances Roch was given a devastating diagnosis…
Client Profile: Move With The Times
By Joely Carey After almost 50 years as a leading litigation solicitor, Attivo client Laurence Gilford finally decided to call…
Client Profile: Rory Cellan-Jones
By Ally Oliver Rory Cellan-Jones is a journalist, author and broadcaster and a former BBC technology correspondent. His new passion?…
Client Profile: Alice Li and Alan Smith
By Nicole Carmichael A chance encounter brought scientists (and Attivo clients) Alice Li and Alan Smith together. Speaking to Attivo…
Client Profile: Alex and Sarah Gage
Envisioning the future: from Sheffield practice to a secure succession plan When Alex and Sarah Gage opened their first optometry…
Client Profile: James Carne
How later life financial planning helped James trade London life for the African Bush For many people, a career change…
Client Profile: Perry and Tia Jacobs
How professional retirement planning empowered Perry and Tia to “Live the dream” For many, retirement is an opportunity to slow…
Ready to weave Attivo into your story?
It all starts with a conversation. Arrange your free, no-obligation consultation with our team today and we’ll:
Learn more about you: your financial situation, life goals, and what matters most to you.
Explore your options, and how Attivo’s services can accelerate you towards your goals.
Decide whether we’re a good fit, and if so, whether you’d like to move forward.
News and tips from our industry experts
Three common pre-retirement mistakes (and how to avoid them)
It’s no secret that retirement takes a significant amount of planning. From financial planning for retirement to deciding how you…
The Final Countdown: How to plan for retirement with five years to go
Retirement can feel very different when it is five years away rather than ten. What once felt like a long-term…
Inheritance Tax planning: what could change from April 2027?
Inheritance Tax (IHT) planning can be complex, particularly as the rules around pensions and some reliefs are changing. While many…
Employee benefits review: how to assess value beyond cost
When it comes to an employee benefits review, one of the greatest considerations for businesses is cost. Understandably so. Employee…
Financial planning for retirement: Your questions answered
We were delighted to present our highly anticipated Retirement Webinar on 23 June. Hosted by Ben McCarthy, Lifestyle Financial Planner…
The power of compound investing for children and grandchildren
The arrival of a child or grandchild can be a joyful reminder to think beyond the here and now. Alongside…
Market Perspective: Keir Starmer’s resignation – limited impact expected
Keir Starmer’s resignation as Prime Minister is dominating political headlines. From a market standpoint, however, the implications are likely to…
Are you really ready to retire? Find out with our pension calculator
For many people, retirement is something to “think about later”. Whether that’s planning how you want to spend your time or how you’ll manage…
Six ways to prepare for IHT changes in April 2027
Inheritance Tax (or “IHT”) changes coming into effect in April 2027 are forecast to impact one in ten households in…
5, 4, 3, 2, 1, record-breaking SpaceX
What the record-breaking SpaceX listing can teach us about staying focused on long-term financial goals Five, four, three, two, one……
Marking a new chapter: Leadership transition at Attivo
We’re pleased to announce a new chapter for Attivo, reflecting an important milestone in the firm’s continued growth and evolution.…
£31.1 billion in pensions remains unclaimed. Here’s how to track yours down
Millions of pension pots have been lost track of in the UK. Thankfully, there are practical ways to find them.…
The ultimate pensions and retirement jargon buster
Your guide to the terms you are likely to hear when planning for retirement. There are a lot of buzzwords…
ESG and employee benefits: why ESG only matters if employees can feel it
World Environment Day on 5 June is often a prompt for employers to review their Environmental, Social and Governance (ESG)…
Your essential checklist for Making Tax Digital
From 6 April 2026, HMRC is introducing “Making Tax Digital” for Income Tax. In this article, we’ve drilled down into…