We are delighted to announce that The Finance Roome has chosen to join Attivo, a fast growing Chartered, independent financial planning firm established in 2005 across England and Wales and specialising in lifestyle financial planning.
Combining our experienced mortgage and protection specialists with a broader highly qualified financial planning team means we can offer a
comprehensive suite of services.
We will become known as Attivo Mortgage and Protection.
Founded in 2005, Attivo is a fast growing Chartered, independent firm that specialises in all aspects of Lifestyle Financial Planning, across England and Wales.
Our clients value the long-term relationships we build, and we work in partnership with you over your lifetime to help you reach your life goals.
Attivo was included in Gloucestershire’s Top 100 Companies in 2023; this report aims to honour some of the country’s most successful privately owned businesses and celebrate their contribution to the region, and wider UK economy.
The advice we offer is truly independent, providing tailored solutions that are right for you and in your best interest.
Existing Clients
You can still access your information and documents via the portal link below.
Continue to Mortgages & Equity Release
We’ll help you find the best deal for you, and keep the process as stress-free for you as possible.
Discover Protection
Whether it’s Income Protection, Life, Critical Illness or Family Income Benefit, we can support you.
Sign up to Attivo Life Magazine
While you familiarise yourself with Attivo, we invite you to sign up for free to Attivo Life Magazine.
This is a place where we celebrate the things that really matter.
Contact us
We are thrilled that we are able to continue to offer the excellent service provided by The Finance Roome, and look forward to welcoming you to Attivo.
If you have any questions, please contact our Client Services team on 01242 226353 or via email:
