ATTIVO

Client Stories

Attivo clients are at the core of our business. Each client is different, with a different story to tell. We’ve compiled their life stories, taken from Attivo Life Magazine, into this space, to inspire and hopefully ingite something in you.

Client story: Jeremy and Rosie

Attivo clients Jeremy Brazil and his wife, Rosie Doncaster, opened their home to a Ukrainian couple who needed a safe…

Client Profile: Pete and Sally Harrison

When you go from spending your days desk-bound as Technical Director of an engineering consultancy to sweeping the road –…

Client Profile: Candy Shaw

Many of us relish the chance for an easier pace of life when we hit our 70s, but not Candy…

Client Story: Jeremy Lewis and the Cheltenham Festivals

A conversation with client Jeremy Lewis with his Attivo Lifestyle Financial Planner was the start of Attivo’s partnership with Cheltenham…

Client Profile: Terry Whenham

The Northamptonshire home of Terry Whenham has a garden office brimming with memorabilia and history books, the main focus of…

Client Profile: Kevin Chunisingh

A life-changing accident has meant Attivo client Kevin Chunisingh is determined to reach his potential, and find adventures from unexpected…

Client Profile: Tony O’Brien

Taking early retirement at 50 meant Attivo client Tony O’Brien could fulfil his lifelong dream of becoming an athletics coach…

Client Profile: Marianne and Jane

After long careers in the NHS, Marianne Horsley and Jane Burrage are having the time of their lives – and…

Client Profile: Phil Hooper

Phil Hooper’s 42-year career in contract catering gave him a lust for life that continues into retirement. What’s next? Building his…

Client Profile: The Calm After The Storm

Two weeks before her 60th birthday, former Attivo pensions director Frances Roch was given a devastating diagnosis which threatened to…

Client Profile: Move With The Times

After almost 50 years as a leading litigation solicitor, Attivo client Laurence Gilford finally decided to call time on his…

Client Profile: Rory Cellan-Jones

Rory Cellan-Jones is a journalist, author and broadcaster and a former BBC technology correspondent. His new passion? To bring journalistic…

Client Profile: Alice Li and Alan Smith

How tailored financial planning transformed Alice and Alan’s retirement journey. Adapted from the original wording in Attivo Life Magazine by…

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…