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Financial Health Checks at the Breaking Hundred Conference

Free 45-minute financial health check with Chartered Financial Planner Nadine Perry 

Bookings for Financial Health Checks have now closed

Nadine Perry and Chloe Armitage are looking forward to connecting with guests at the Breaking Hundred Conference. If you’re attending, please do stop by and say hello. They’d be delighted to discuss how Attivo can support your financial wellbeing.

Get practical guidance and clear next steps on your finances.

Whether you have a specific question or would simply value a fresh perspective, this informal session is a chance to get practical guidance and clearer next steps. Nadine can talk through areas such as: 

  • Retirement planning and the factors that may affect long-term financial goals. 
  • Investment options, including existing holdings and future considerations. 
  • Tax planning considerations and ways to improve tax efficiency. 
  • Estate planning considerations, including the potential impact of inheritance tax. 
  • Any other significant financial decisions you’re facing. 

The session is designed to be relaxed, useful and jargon-free, with no obligation to use Attivo’s services afterwards. 

If you decide you would like further advice or support after the conference, any fees will be explained clearly before you choose whether to proceed. 

Important information 

Attivo Financial Limited (FRN 497130) is authorised and regulated by the Financial Conduct Authority. 

This session is intended as an initial conversation about your financial circumstances, goals and questions. It does not constitute a personal recommendation to take any specific action unless and until Attivo has assessed your individual needs and confirmed the scope of any advice service. 

Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision. 

The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Tax treatment depends on individual circumstances and may change in future.