The Attivo difference
As an independent financial planning firm, we have whole-of-market access to a wide range of products and services. This means we can tailor our support closely to your unique requirements and do all the necessary research so that you don’t have to.
We have working relationships with professionals such as accountants, solicitors and payroll providers, who can help your business fulfil its legal obligations. We can also introduce you to financial planning services that cover mortgages, protection and will writing.
What services do we provide?
Business premises and commercial mortgages
If you’re a business owner looking to purchase a property or land for commercial purposes, we can help.
Business insurance
Business insurance offers you protection against potential losses faced by a company due to unforeseen events.
Business investments
We have expertise in researching and recommending investment strategies on either an advisory or discretionary basis.
Charity investments
As well as regular businesses, we also work with charities on investment strategies unique to their charitable goals.
Exit strategies
When you are ready to sell or retire from your business, we’ll be right beside you every step of the way.
Are you asking yourself the right questions?
Our article explores ten key areas that every successful business owner should review regularly to ensure their business, wealth, and family are properly protected.
How will we work together?
1
Getting started with financial planning
We’ll start with an initial meeting, by phone or in person, to introduce Attivo, explain our services and understand your business’ needs. We may then ask you give your consent for us to gather information from providers and review your current arrangements.
2
Corporate governance review
Your independent business financial planner will build a clearer picture of your business’ objectives, ambitions and current position. We’ll then discuss your circumstances, answer questions, agree priorities and next steps, and outline any advice areas or fees to consider.
3
Expert, tailored recommendations
Your planner will carry out further research and analysis before preparing a report with tailored recommendations. We’ll explain these clearly, giving you time to ask questions and feel confident before deciding whether to move ahead.
4
Putting your financial plan in place
Once you agree to proceed, your planner will guide you through the paperwork and relevant documents. With your consent, our corporate services team will work with providers to put the agreed recommendations in place and share final documentation with you.
5
Annual corporate governance review
Regular reviews help keep your corporate financial plan aligned with your business’ circumstances, objectives and any legislative changes. We’ll offer a review at least once a year, by phone or in person, to make sure your plan remains on track.
The importance of a business financial review
A business financial review gives you a clearer, independent view of your company’s financial position, helping you understand your current arrangements, identify risks or gaps, and make informed decisions for the future.
As part of the review, we’ll look at areas such as your business structure, ownership, benefit schemes, tax position, premises and growth plans, before carrying out research and outlining any recommendations in a tailored corporate financial plan.
Regular reviews can help keep your business financially healthy, compliant and on track as your circumstances evolve.
Take the next step for your business
Whether you want to review your existing position, improve efficiencies or ensure your plans remain aligned with your objectives, our team can help you understand your options and decide on the right next steps.
Arrange your free, no-obligation consultation to discuss your business’ needs and find out how we can support you.
Important information: We offer a free initial consultation to discuss your needs and next steps. If you decide to go ahead with advice, charges may apply – these will be explained before you commit. For UK employers only. Not intended for employees or other retail customers. Information is general and not personal advice; benefit and workplace pension decisions depend on your circumstances and scheme/provider terms. Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority (FCA) for the provision of regulated financial advice. Some services we provide, such as employee benefits advice, are not regulated activities and are therefore not covered by the FCA regulatory framework. Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision.