ABOUT

A clear, independent
way forward

Attivo is a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our Mission

To help every one of our clients live the life they want through Lifestyle Financial Planning and feel like our only client through the service we deliver with the highest standards of professionalism.

Chartered and Trusted

Holding chartered status means we have met rigorous standards for professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII). We are wholly committed to giving unbiased advice, which is why we’ve chosen to remain independent.

Our Approach to Financial Planning

To put it simply, our work is all about our clients – whether you’re a private client aiming to reach defined goals, or a business looking into our wide range of corporate services. Our team of experienced Financial Planners offers a refreshingly clear and communicative service you can rely on.

Our Financial Planning Specialists

We’ve assembled a team of experienced, highly qualified financial specialists and versatile support teams to deliver more for all our clients. At every level of our business we’re committed to providing clear, independent financial advice to help secure people’s financial futures.

Our Story

We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses. By the very nature of what we do, we’re a financial planning business that’s always looking ahead to achieve more – which means we’ve grown, evolved and received recognition over the past few years.