Free Financial Health Checks

Secure your one-to-one online session with a qualified Lifestyle Financial Planner.

Get practical guidance and clear next steps on your finances.

During your 45-minute online session, we’ll cover whatever is on your mind, including:

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.

… or any other significant financial decisions you’re facing.

There’s no rush, no jargon, and no obligation to use our services afterwards. Fees will apply if services are undertaken.

Fees may apply. Attivo Financial Limited (FRN 497130) is authorised and regulated by the Financial Conduct Authority. This session is intended as an initial discussion about your financial circumstances and objectives. It does not constitute a personal recommendation to take any specific action unless and until we have 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.