First, we take the time to understand how things are for you now and what you would like life to be in the future. We also take the time to understand the amount of risk you are willing to take. Then, we’ll form a financial life plan together and, with your agreement, put it in place.
With over 3.2 million people in the UK aged over 80 and life expectancy continuing to increase, caring for a relative, or thinking about care for yourself, is a challenge faced by many of us.
Podplan is a one-stop online subscription service that helps you and your family get prepared for the future – so you can keep living life your way for longer.
Attivo customers can access Podplan (which includes a helpdesk) free as part of their member benefits (contact your Planner for details).
Find out more here:
I would like to give a very positive review after our annual review meeting yesterday. Our Attivo Planner presents as a professional, polite and helpful manager, who has an excellent understanding of financial markets. He obviously keeps up to date with, and understands the ever changing fortunes of the issues involved in these markets and the sensitivities connected to them. I do not hesitate to award a 10 out of 10 for his personable approach, patience and “can do” approach.
My Attivo Planner always has time for a chat about how I am and other personal things. He is exceptionally quick in replying to questions and is happy to repeat anything I don’t feel I understand. I am extremely happy with him as a financial adviser, and love the weight of financial decisions taken off my shoulders. I trust him implicitly.
