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Three common pre-retirement mistakes (and how to avoid them)

It’s no secret that retirement takes a significant amount of planning. From financial planning for retirement to deciding how you…

The Final Countdown: How to plan for retirement with five years to go

Retirement can feel very different when it is five years away rather than ten. What once felt like a long-term…

Inheritance Tax planning: what could change from April 2027?

Inheritance Tax (IHT) planning can be complex, particularly as the rules around pensions and some reliefs are changing. While many…

Employee benefits review: how to assess value beyond cost

When it comes to an employee benefits review, one of the greatest considerations for businesses is cost. Understandably so. Employee…

Financial planning for retirement: Your questions answered

We were delighted to present our highly anticipated Retirement Webinar on 23 June. Hosted by Ben McCarthy, Lifestyle Financial Planner…

The power of compound investing for children and grandchildren

The arrival of a child or grandchild can be a joyful reminder to think beyond the here and now. Alongside…

Market Perspective: Keir Starmer’s resignation – limited impact expected

Keir Starmer’s resignation as Prime Minister is dominating political headlines. From a market standpoint, however, the implications are likely to…

Are you really ready to retire? Find out with our pension calculator

For many people, retirement is something to “think about later”. Whether that’s planning how you want to spend your time or how you’ll manage…

Six ways to prepare for IHT changes in April 2027

Inheritance Tax (or “IHT”) changes coming into effect in April 2027 are forecast to impact one in ten households in…

5, 4, 3, 2, 1, record-breaking SpaceX

What the record-breaking SpaceX listing can teach us about staying focused on long-term financial goals Five, four, three, two, one……

Marking a new chapter: Leadership transition at Attivo

We’re pleased to announce a new chapter for Attivo, reflecting an important milestone in the firm’s continued growth and evolution.…

£31.1 billion in pensions remains unclaimed. Here’s how to track yours down

Millions of pension pots have been lost track of in the UK.  Thankfully, there are practical ways to find them.…

The ultimate pensions and retirement jargon buster

Your guide to the terms you are likely to hear when planning for retirement.  There are a lot of buzzwords…

ESG and employee benefits: why ESG only matters if employees can feel it

World Environment Day on 5 June is often a prompt for employers to review their Environmental, Social and Governance (ESG)…

Your essential checklist for Making Tax Digital

From 6 April 2026, HMRC is introducing “Making Tax Digital” for Income Tax.  In this article, we’ve drilled down into…

The three key pillars of tax year planning

The start of a new UK tax year is a great opportunity for a planning reset. Allowances refresh, thresholds reset,…

How businesses can make Mental Health Awareness Week a year-long mindset

Mental Health Awareness Week During Mental Health Awareness Week (taking place between 11 and 17 May in 2026), there’s an…

Five significant changes that took place in the last tax year

The 2026/27 tax year has officially begun. As we move forward into the next few months, it’s worth pausing to…

How to turn a strong pension into a structured retirement plan

How to turn a strong pension into a structured retirement plan Being ahead on your pension doesn’t mean your plan…

How to keep your pension on track

How to stay on track and strengthen your retirement plan When your pension plan is on track, the focus shifts…

How to get your pension back on track

How to get your pension back on track Falling behind on your pension target? Learn how to get back on…

World Health Day: Shining the spotlight on employee benefits

World Health Day, celebrated on 7 April, highlights the variety of health issues affecting people across the globe – including…

Budgeting 101. Everything you need to know to take control of your money

Budgeting 101: Everything you need to know to take control of your money A complete UK guide to budgeting. Learn…

How does your pension compare to people your age?

How does your pension compare to others your age? Compare typical UK pension pots by age and see what your…

£31bn in lost pensions. How much could be yours?

£31bn in lost pensions. How much could belong to you? There’s £31.1 billion sitting in lost, inactive or unclaimed pension…

The power of compounding

The power of compound interest. Why time is your greatest advantage Discover one of the most powerful forces that quietly…

Investing vs overpaying your mortgage: which is better?

Investing vs overpaying your mortgage: which is better? Explore whether spare cash should go into investments or mortgage overpayments, with…

Are your investments built to deliver income during market turbulence?

Are your investments built to deliver income during market turbulence? Retirement planning isn’t just about growth. It’s also making sure…

Your five-step pre-retirement checklist

Your five-step pre-retirement checklist A practical guide to help you understand your retirement income, your options, and how to turn…

How to build a robust emergency fund

How to build a robust emergency fund Learn how much emergency savings you need, where to keep it, and how…

How to protect your finances as your responsibilities grow

How to protect your finances as your responsibilities grow Learn how to protect your income, savings and family with emergency…

Quality over quantity: How the right benefits can help employers in the competition for talent

The competition for talent that intensified across the UK in 2025 is showing no signs of slowing down. Hiring has…

Four ways to protect your pension from inheritance tax

Attivo Pension Series – Part 3 What if your inheritance tax (IHT) bill looks set to increase exponentially because of…

Pensions and inheritance tax: what’s changing in 2027

Attivo Pension Series – Part 2 In Part 2 of Attivo’s three-part Pension series, Associate Director Ryan Wright explains how pensions…

Pensions need protecting more than ever. Here’s why.

Attivo Pension Series – Part 1  In the first of our three-part Pension series, Ryan Wright, Associate Director at Attivo…

The gender pension gap: how can we close it?

Women and Pensions – Part 2 In celebration of International Women’s Day – and its theme “Give to Gain” – we’re giving…

The gender pension gap: why does it exist?

Women and Pensions – Part 1  In celebration of International Women’s Day – and its theme “Give to Gain” – we’re giving expert insights into Women and…

Five key things to remember during periods of market uncertainty

Periods of heightened geopolitical tension, such as the recent escalation in the Middle East, can understandably create concern for investors.…

Attivo’s Spring Statement 2026 overview

On 3 March 2026, Chancellor Rachel Reeves delivered the Spring Statement.  As expected, it was the non-event she intended it…

Scottish Budget January 2026

Introduction  In January this year, Finance Secretary Shona Robinson announced the Scottish Government’s tax and spending plans for the next…

Cut your taxes with these two proactive planning techniques

Cut your taxes with these two proactive planning techniques Small, well‑timed decisions can make a significant difference to how much…

January 2026 Market Summary

Global Market Overview Unsurprisingly, it has been a busy start to 2026 for the financial markets. In the US, threats…

What is ESG investing, and why should you consider it?

What is ESG investing – and why should you consider it? You’ve likely heard about ESG (which stands for Environmental,…

10 questions every successful business owner should ask

Running a successful business is about more than today’s profits. It’s about protecting what you’ve built, rewarding yourself properly and…
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December 2025 Market Summary

Global Market Overview 2025 was a year dominated by market volatility and trade disputes, lead by US President Donald Trump’s…

November 2025 Market Summary

Global Market Overview November was another busy month for the financial markets, with investors having to digest a fresh Autum…

Client Profile: Pete and Sally Harrison

By Marina Gask When you go from spending your days desk-bound as Technical Director of an engineering consultancy to sweeping…

Client Profile: Candy Shaw

By Sophie Barton Many of us relish the chance for an easier pace of life when we hit our 70s,…

Attivo’s Autumn Budget 2025 overview

“The most important thing now is to have a plan.” – Jon Stevens, FPFS MBA, Managing Director of Financial Planning…

Pre-budget overview and how The Chancellor may ‘plug the gap’

This article is not intended as Financial Advice. This article contains speculation that we are currently seeing from the media,…

Client Story: Jeremy Lewis and the Cheltenham Festivals

By Ally Oliver  A conversation with client Jeremy Lewis with his Attivo Lifestyle Financial Planner was the start of Attivo’s…

October 2025 Market Summary

Global Market Overview Global markets have delivered strong returns over the past 12 months, with major indices such as the…

September 2025 Market Summary

Global Market Overview Despite a weakening labour market in the United States and ongoing inflationary pressures in the UK, equities…

A fairytale triumph: Worcestershire Rapids Metro Bank One Day Cup victory

A Fairytale Triumph: Worcestershire Rapids Metro Bank One Day Cup Victory In a story that defies belief, the Worcestershire Rapids…

Navigating the changing landscape for pension funds and inheritance tax

Download a PDF version of this article In the Autumn Budget 2024, Rachel Reeves announced sweeping changes to how pensions…

August 2025 Market Summary

Global equity markets have delivered solid returns over the 12 months to 29 August 2025, supported by robust corporate earnings,…
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July 2025 Market Summary

July was another month dominated by tariffs, causing uncertainty about whether the US and its trading partners would be able…

Economic update: Bank of England cuts interest rates to support growth

The Bank of England has announced a reduction in its base interest rate from 4.25% to 4.00%, marking its fifth cut…

Worcestershire County Cricket Club: remembering Josh Baker

Worcestershire County Cricket Club: Remembering Josh Baker Josh Baker was just 20 years old when he passed away unexpectedly in…

Kick Off Summer 2025: the roundup

Kick Off Summer 2025 with brand ambassador, Jonny Wilkinson It’s been almost a week since an extraordinary (and extremely hot)…

June 2025 Market Summary

Global markets in June 2025 staged a broad-based recovery, buoyed by easing geopolitical tensions, improving trade relations, and growing optimism…

Attivo: achieving high performance

World Cup Winner Jonny Wilkinson Inspires Attivo Financial Planners at Exclusive Development Day Attivo Lifestyle Financial Planning hosted an exceptional…

Celebrating the good things in life!

We gathered with our guests and partners for a unique event at Dick Lovett, the official Ferrari dealer in Swindon.…

May 2025 Market Summary

Global markets in May 2025 presented a mixed picture, with investors navigating a complex landscape shaped by persistent trade tensions,…
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April 2025 Market Summary

Introduction April proved to be a significant month for global markets, following President Donald Trump’s announcement of “Liberation Day” tariffs…

Client Profile: Terry Whenham

By Ally Oliver The Northamptonshire home of Terry Whenham has a garden office brimming with memorabilia and history books, the…

Client Profile: Kevin Chunisingh

By Ally Oliver A life-changing accident has meant Attivo client Kevin Chunisingh is determined to reach his potential, and find…

More than a match: Attivo joins Worcestershire County Cricket Club as Principal Partner

Introduction Lifestyle Financial Planning firm, Attivo, is proud to announce it has elevated its partnership with Worcestershire County Cricket Club.…

Knowledge share April 2025: Trump tariffs

Introduction On 2 April, President Trump announced sweeping global tariffs, which triggered a significant downturn in global stock markets. Termed…

Client Profile: Tony O’Brien

By Nicole Carmichael Taking early retirement at 50 meant Attivo client Tony O’Brien could fulfil his lifelong dream of becoming…

March 2025 Market Summary

The first quarter of 2025 has seen equity markets in the UK and Europe maintaining strong performance, while the US…

Spring Statement 2025

On 26 March, the Chancellor of the Exchequer, Rachel Reeves, unveiled the Government’s Spring Statement 2025. During the weeks leading…

Attivo partnership: Supercar Driver

In the world of high-performance automobiles and elite financial planning, excellence is the common denominator. That’s why we are proud…

February 2025 Market Summary

The first two months of 2025 have seen equity markets in the UK and Europe performing well, whilst the United…

Navigating market volatility and ever changing landscapes

Financial planning isn’t just about growing wealth; it’s about creating a strategy that aligns with your life goals and provides…
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January 2025 Market Summary

2024 has proven favourable for investors with exposure to equity markets as part of a diversified portfolio. This period has…

Attivo becomes SEND Partner of Cheltenham Festivals 2025

We’re thrilled to announce an expanded SEND partnership across Cheltenham Jazz, Music, Science and Literature Festivals for 2025. With our…

Attivo is proud to sponsor the Swaledale Festival 2025

Attivo is delighted to announce our support for the Swaledale Festival 2025.   Swaledale Festival is an annual festival of music…
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December 2024 Market Summary

2024 has proven favourable for investors with exposure to equity markets as part of a diversified portfolio. This period has…

Autumn Budget 2024: strategies for lifestyle financial planning goals

Clear strategies for your lifestyle financial planning goals Any budget often brings with it some changes that immediately impact us…

Post-US Election – Market Summary

Recent political and economic events have significantly influenced global markets. In the United States, Donald Trump’s election victory and Republican…

Straight Talking: Detangling Tax

Tax planning is not an activity which is regulated by the Financial Conduct Authority. Tax planning – and mitigating tax…

November 2024 Market Summary

Last week, the UK government unveiled its highly anticipated Autumn Budget. Initial reactions from the public reflected a mix of…

Autumn Budget 2024

On the 30 October, the Chancellor of the Exchequer, Rachel Reeves, unveiled the Autumn Budget 2024 amid a backdrop of…

Attivo Partnership: Rosie’s Reinvention Retreats

If you relax on your laurels, the innovation stops. Sit in the ‘uncomfortable chair’ and ask yourself: ‘What don’t I…

Attivo included in The Business Magazine – South West 250

We’re delighted that Attivo have been included in The Business Magazine – South West 250.  This is an annual ranking…

Attivo announces new CEO to join the board

We are delighted to announce the appointment of Jo French to the position of CEO, as we look to continue…

October 2024 Market Summary

As the UK Autumn Budget announcement approaches, certain changes such as taxation, public spending and economic policy could impact investment…

Fighting fraud: Your security is our priority

Attivo is one step ahead of the fraudsters with its comprehensive security measures. Many of us have received emails that…

Client Profile: Marianne and Jane

By Jane Johnson After long careers in the NHS, Marianne Horsley and Jane Burrage are having the time of their…

Attivo escapes: in the footsteps of legends

Wherever your wanderlust takes you, there’s nothing like arriving by sea to fully appreciate the voyages that shaped our heritage.…

Reinventing Midlife – with Rosie Nixon

I am absolutely delighted that Attivo shares my vision for supporting midlife women. – Rosie Nixon, Rosie’s Reinvention Retreats. We…

September 2024 Market Summary

In today’s dynamic financial landscape, the importance of maintaining a diversified portfolio has become more critical than ever, particularly when…

Insider Profile: Katie White

Katie White is an award-winning Attivo Associate Director. She is responsible for mentoring and training new recruits and hopes to bring more women…

Attivo is a Principal Partner of 2024 Cheltenham Literature Festival

Attivo is delighted to announce our support for The Times and The Sunday Times Cheltenham Literature Festival 2024. We proudly…

Attivo Continues Further Growth to Board

Attivo continues its growth with hire of new Strategic Business Development Director Attivo has announced the appointment of David Melloy…

Client Profile: Phil Hooper

By Ally Oliver Phil Hooper’s 42-year career in contract catering gave him a lust for life that continues into retirement.…

Attivo Take Part in Worcester Street Sixes

Some of us swapped the desk for a spot of cricket this week, taking part in Worcestershire Cricket Foundation’s Worcester…

Relaxed Concert for Schools 2024

It’s official. Volunteering is good for the soul! We were privileged to participate in Cheltenham Festivals’ Relaxed Concert for Schools…
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A Year of Economies and Financial Markets – June 2024

Over the past 12 months, the major global stock markets have demonstrated a positive and robust trend, driven by a…

Client Profile: The Calm After The Storm

By Joely Carey Two weeks before her 60th birthday, former Attivo pensions director Frances Roch was given a devastating diagnosis…

There Are No Stupid Questions: Tax Planning For Business Owners

2 years ago By Delwyn Eatwell Attivo’s mission is to answer questions about Lifestyle Financial Planning with direct explanations. This issue,…

Attivo Kick Off Summer Event With Jonny Wilkinson

It’s not every day you have the chance to spend a few hours with a rugby icon. This weekend we…

UK General Election Market Commentary

On the 22nd May, Rishi Sunak surprised the UK by announcing a general election to be held on the 4th…

Ellen Roome: “If I Can Help To Save Someone Else’s Life, That’s My Goal”

By Ally Oliver Ellen Roome is on a mission to support young people’s mental health after the heart-breaking loss of…

Client Profile: Move With The Times

By Joely Carey After almost 50 years as a leading litigation solicitor, Attivo client Laurence Gilford finally decided to call…

Appointment of C-Suite Duo at Attivo

Attivo signals growth ambitions with appointment of C-Suite duo Attivo has announced the appointment of two new members to its…

Mental Health Awareness Week 2024

At Attivo, we are committed to cultivating a workplace culture that values the well-being of our employees. We recently appointed…

Learning at Work Week: Rose Evans, Trainee Financial Planner

We invest heavily in the development of our staff whether it’s from their colleagues, internal development activities, financial planning exams,…

Learning at Work Week: Ruby Angus-James, Financial Planning Associate

At Attivo, we place significant emphasis on developing our staff, and believe our company’s long-term success relies on our employees’…

The Gold Rush

By Nick Scott Whisky is enjoying a stratospheric rise in popularity. So what’s driving the boom? And how can you join…

Smart Advice: Spread The Word!

By Ally Oliver Attivo has 19 of the best-rated Financial Planners on the VouchedFor website. Why not ‘vouch for’ your…

Six Of The Best New Garden Trends

By Nicky Rampley-Clarke Take your outdoor space to the next level this summer. Nicky Rampley-Clarke showcases the best in garden trends…

April 2024 Market Summary

What a month April turned out to be for the FTSE 100 as shares were lifted by hopes of interest…

Attivo Lunch with Jack Savoretti

As part of our partnership with Cheltenham Festivals, and following the success of last year’s lunch with Gregory Porter, yesterday…

New Sponsorship: Attivo & Worcestershire County Cricket Club Women’s Rapids

Exciting announcement – Attivo sponsorship of Worcestershire County Cricket Club Women’s Rapids We are thrilled to announce a significant milestone…

Attivo Life Magazine: Spring 2024 edition

The latest edition of Attivo Life Magazine is out now! The focal point of our Spring edition revolves around the…

Client Profile: Rory Cellan-Jones

By Ally Oliver Rory Cellan-Jones is a journalist, author and broadcaster and a former BBC technology correspondent. His new passion?…

Expect The Unexpected

By Ally Oliver Ambitious, energetic and enterprising, Attivo’s Business Development Director, Bobby Sahota, is ready for a new challenge. Bobby Sahota is…

The Second Chance Club

By Lysanne Curry and Maddy Biddulph Everyone needs a chance to wipe the slate clean once in a while. Attivo Life meets three organisations…

March 2024 Market Summary

Equity Markets Performance in March 2024 March was another strong month for equity markets, and closed out a positive quarter…

Where Magic Happens

By Michael Hogan As folk-rock star Jack Savoretti prepares to headline Cheltenham Jazz Festival, he tells Michael Hogan why he’s so excited,…

Breathing Space

By Josh Burt Want to know the secret to a calmer life? It’s easier than you think, says writer Josh Burt.…

Client Profile: Alice Li and Alan Smith

By Nicole Carmichael A chance encounter brought scientists (and Attivo clients) Alice Li and Alan Smith together. Speaking to Attivo…
A man on the phone using the HMRC self-assessment helpline

HMRC U-turns Decision to Close Self-assessment Helpline

In a recent development, HMRC caused a stir by announcing the closure of their self-assessment helpline for six months of…

There Are No Stupid Questions: Inflation

2 years agoRyan Wright At Attivo, we answer any questions you may have about lifestyle financial planning. Ryan Wright, one…

Spring Budget 2024

On the 6th of March, the Chancellor of the Exchequer, Jeremy Hunt, unveiled the Spring Budget 2024 amid a backdrop…

February 2024 Market Summary

The performance and progress of markets around the world from February 2024. Global markets rallied this month, continuing the strong…

Jonny Wilkinson: Coaching

Attivo is proud to partner with England rugby hero, Jonny Wilkinson, to bring you an exclusive series of interviews. In…

The Gift: Ben Miller

Interview by Gemma Calvert. Main image © David Reiss. Actor Ben Miller (pictured below), 57, found fame in BBC One’s The Armstrong and…

Jonny Wilkinson: Living in the Now

Attivo is proud to partner with England rugby hero, Jonny Wilkinson, to bring you an exclusive series of interviews. In…

Jonny Wilkinson: Perfectionism

Attivo is proud to partner with England rugby hero, Jonny Wilkinson, to bring you an exclusive series of interviews. In…

Around The World In 23 Trips

By Lysanne Curry Want more out of your holiday this year? From polar bear-spotting in the Arctic to diving Cleopatra’s…

There Are No Stupid Questions: The Risk Factor

2 years agoStephen Waite Attivo’s mission is to answer questions about lifestyle financial planning in a clear and straightforward way.…

Call Of The Wild

By Lebby Eyres Journalist Lebby Eyres explains the motivation behind taking on the World’s Toughest Row – crossing the Atlantic.…

The Gift: Dame Stephanie Shirley

Known as ‘Steve’, Dame Stephanie Shirley CH, explains how she views the ‘gift’ of a second life, after escaping Nazi…

Act Now! Your Tax Planning To Do List

By Mark McCann With the end of the tax year in sight (5 April), Regional Director for Attivo Mark McCann…

National Apprenticeship Week: Charlotte Bishop, IT Technician

It’s important to remember that anyone can embark on an apprenticeship, regardless of their age or what stage they are…

National Apprenticeship Week: Georgia McCool, Business Administrator

At Attivo, we recognise the importance of investing in the development of our people to enhance their skill sets and…

Survival Of The Fittest

By Louise Burke The elite professional sporting world is seeing more athletes prolong their careers with the latest fitness and…

Culture Club – Cheltenham Festivals

The homegrown Cheltenham Festivals began life in a bid to lift the nation’s spirits through art, music and literature. Today,…

Client Profile: Alex and Sarah Gage

Envisioning the future: from Sheffield practice to a secure succession plan When Alex and Sarah Gage opened their first optometry…
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Market Summary Week Ending 21/01/2024

Global markets were buoyed this week, particularly in the US. The Nasdaq indices reached a record high on Friday, following…

Market Summary Week Ending 14/01/2024

It was a mixed week for global indices as investors digested hotter than expected inflation in the US, and the…

Top Rated Financial Advisers – VouchedFor

We’re thrilled to announce that 19 of our Financial Planners have been listed in the 2024 Guide to Top Rated…

Market Summary Week Ending 07/01/2024

Following the brief uplift in performance seen by the markets in late December, commonly known as the ‘Santa Rally,’ Global…

A New Year: Planning Your Allowances

In the world of personal finance, the phrase, “saving a penny today can reap rewards tomorrow”, really resonates, especially at…

Jonny Wilkinson: Goal Setting

Attivo is proud to partner with England rugby hero, Jonny Wilkinson, to bring you an exclusive series of interviews. Whether…

The Simple Life

Quiet zones, clever lighting and a need for the new ‘warm’ minimalism is leading the charge for rest and relaxation…

Attivo Life Magazine

The latest edition of Attivo Life Magazine continues our partnership with rugby hero, Jonny Wilkinson, in his regular column. His…

Market Summary Week Ending 17/12/2023

Global markets rallied this week, as the central banks indicated to investors that the continued cycle of interest rate hikes…
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Market Summary Week Ending 10/12/2023

Last week was quiet across the major indices, with positive economic news coming from the US, ahead of a key…

The Numbers Game

Early retirement takes many forms and Attivo client Ray Hocking’s path since leaving his role as Partner of one of…

Market Summary Week Ending 03/12/2023

Inflation has finally started to cool in the US and Europe which further helped the bond and market rally. The…

The Gift: Attivo Talks to Agnes B

Interview by Wendy Rigg Internationally renowned fashion designer Agnes b is known for her statement French chic. She is also…

The Power of 3

We meet Attivo’s three Regional Directors, whose teams provide a more enhanced, holistic approach to your financial health. Here they…

All Under One Roof

A recent survey* finds that multigenerational housing could be set to triple by 2040. Nicky Rampley-Clarke investigates the rise of…

Autumn Statement 2023: how will this impact you?

The Autumn Statement was announced last week (22nd November 2023) by Chancellor Jeremy Hunt. The key takeaways were the cut…

Market Summary Week Ending 26/11/2023

All things considered, it was a quiet week in the markets. Equities generally advanced their positions last week, while bond…

Attivo included in Citywire’s New Model Adviser Top 100 Firms

We are delighted to have been included in Citywire’s New Model Adviser Top 100 Firms. Citywire is a media group…

A voyage into the unknown

3 years agoLysanne Currie Travel broadens the mind, but what if your next voyage of discovery isn’t just about new…

Market Summary Week Ending 19/11/2023

The UK’s Bank of England held interest rates at its most recent vote, as did the US. This Tuesday (21…

Attivo recognised as one of Gloucestershire’s Top 100 Companies

We are thrilled to announce we have been included in Gloucestershire’s Top 100 Companies for 2023! This report, from Gloucestershire…
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Market Summary Week Ending 12/11/2023

Equities rallied on Friday following a tumultuous week of further uncertainty of the direction of central banks, as well as…

What really matters: Exploring The World With Bettany Hughes

3 years agoLysanne Currie Renowned historian Bettany Hughes tells Attivo Life Magazine why understanding a destination’s history can be so…

Market Summary Week Ending 05/11/2023

The main focus of equity markets this week were the decisions made by the Federal Reserve and Bank of England…

Market Summary Week Ending 29/10/2023

It was another tumultuous week for global financial markets. The US saw disappointing earnings results, along with renewed fears of…

Changes in financial services regulation

3 years agoAttivo’s mission is to answer questions about Lifestyle Financial Planning with direct explanations. Here, Ian Plumpton talks about…

Market Summary Week Ending 22/10/2023

There were further disruptions to global markets this week as conflict continued in the Middle East between Israel and Hamas.…

Jason Fox interview: Don’t Stop Me Now!

3 years agoLebby Eyres Stints in Afghanistan, a pan-Atlantic rowing challenge, canoeing the length of the Yukon River – Jason…

Attivo volunteers: Forces Money Plan

3 years agoKatie White Chartered Financial Planner and Occupational Pension Specialist Katie White is an Attivo Associate Director. Here she…
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Market Summary Week Ending 15/10/2023

Global markets have been reacting to what has been a tumultuous week. Conflict continues in the middle east between Israel…

Game Changer: Our New Partnership

Words by Ally Oliver He occupies a unique place in sports fans’ hearts worldwide, and now rugby legend Jonny Wilkinson…

‘Sharing stories breaks the stigma that stopped people like me from speaking out’

3 years agoLouise Burke Adam Shaw, took part in the Attivo Life Magazine feature on Changemakers. He sold his business…

Market Summary Week Ending 08/10/2023

In what was a quiet week for global markets, US economic data released on Friday drove a late flurry of…

Market Summary Week Ending 01/10/2023

It was a mixed bag for global equity markets across the week, with positive macro-economic data being released for both…

Tom Kerridge: “Mum gave me the confidence to to do what I enjoy”

3 years agoLouise Burke Michelin-starred chef Tom Kerridge reveals to Attivo Life Magazine how his mum passed on the gift of…

Market Summary Week Ending 24/09/2023

There were struggles across global markets this week, with all the major central banks signaling to the markets that interest…

Detangling buy to let taxation

3 years agoChartered Financial Planner and Associate Director at Attivo, Tom Waldock A Buy-to-Let property is where an investor purchases…

Market Summary Week Ending 17/09/2023

In the US, rising oil prices boosted value stocks with oil prices moving above $90 a barrel for the first…
Couple fussing a dog whilst investigating pension allowances

Spring Budget 2023: how does this impact your pension allowances?

Earlier this year, Jeremy Hunt laid out his plans to get the UK economy back on track and begin to…
Grandparents playing with their grandchild as they consider child pension contributions

Child Pension Contributions: the Power of Compounding

This week is National Pension Awareness Week, so we asked Roy Coulson, Head of Proposition, to give us his thoughts…
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Market Summary Week Ending 10/09/2023

Investor optimism across the major indices was subdued this week, as investors continue to wait and see the decisions made…

Lynne Franks: ‘How I make a difference’

3 years agoSusanne Galton Lynne Franks OBE, PR guru and founder of the SEED Network tells Attivo Life Magazine about…

Market Summary Week Ending 03/09/2023

Global Indices gained traction to open up September’s trading, buoyed by a growing expectation that the Federal Reserve will pause…

The nomadic life

With eight in 10 of us signed up for hybrid work, the over 50s are the second group likely to…

Ask us anything: Starting pensions early

3 years agoBecky BennettSebastian Field is an Associate Financial Planner at Attivo and one of our network of planners in…

Jenny Agutter OBE: ‘Every small thing we do for someone who needs help has repercussions’

3 years agoNicole Lampert Jenny Agutter OBE has been on our screens for almost 60 years, but it’s her charity…

Market Summary Week Ending 20/08/2023

Global equity markets continued their struggle in August with the majority of the major indices continuing recent slides as investor…

The future is bright

3 years agoBecky BennettMathematician and broadcaster Hannah Fry talks to Louise Burke about taking the fear out of the future…

Market Summary Week Ending 13/08/2023

Across global markets there were concerns over the state of the Chinese economy after data revealed during the week showed…
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Market Summary Week Ending 06/08/2023

In a move expected by markets, the Bank of England raised interest rates by a further 0.25% last Thursday (3…

From PA to CEO: How Kate Bright climbed the ladder to transform the security industry

3 years agoBecky BennettKate Bright, bodyguard and founder of elite private security office UMBRA International Group, on her rise from…
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Market Summary Week Ending 30/07/2023

The US Federal Reserve agreed on Wednesday to raise interest rates a further 0.25% to tackle persistent inflation figures, a…

Client Profile: James Carne

How later life financial planning helped James trade London life for the African Bush For many people, a career change…

Market Summary Week Ending 23/07/2023

In the UK, data released on Wednesday 19 July showed that inflation fell by more than expected, with CPI coming…

Celebrate National Picnic Month

3 years agoBecky BennettAttivo Life Magazine has delighted to bring you some of The Great British Bake Off finalist Crystelle…

Client Profile: Perry and Tia Jacobs

How professional retirement planning empowered Perry and Tia to “Live the dream” For many, retirement is an opportunity to slow…

Market Summary Week Ending 16/07/2023

Global markets shrugged off recent weeks of poor performance with positive results across the major indices. In the US, all…

Market Summary Week Ending 09/07/2023

It was a negative week for equity markets across all major indices, with renewed fears interest rates will possibly remain…

What will your next act look like?

3 years agoBecky BennettMichael Clinton believes that everyone should have a life filled with purpose and passion for what they…

Family fortunes

It’s often been said that family-owned firms are the backbone of a country’s economy: in the UK there are over…

Striking the right chord: The Cheltenham Music Festival 

One of the UK’s longest-running music festivals is bringing classical music to all. Striking the right chord: Cheltenham Music Festival Since…

Protecting the planet: the future is circular

3 years agoBecky BennettIt’s time to move on from the ‘take-make-dispose’ philosophy and embrace all that the emerging circular economy…

Market Summary Week Ending 02/07/2023

In the US this week investors received positive news in the continued fight against inflation. The release of the core…

Five reasons to sort out your succession planning

Do you have succession planning in place for your family business? Ben Allen is Attivo’s Head of Corporate; he provides holistic…

Market Summary Week Ending 25/06/2023

In the UK, two important economic data releases saw a major impact on the main indices across the trading week.…

Market Summary Week Ending 18/06/2023

Last week we saw the US Federal Reserve pause its interest rate hiking cycle that has been prevalent over the…
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Market Summary Week Ending 11/06/2023

In a quiet week for financial markets, optimism in the United States saw further rallies across all of the major…

Market Summary Week Ending 04/06/2023

Global Financial Markets were buoyed this week through the news of a US debt ceiling bill achieving bipartisan agreement from…

Market Summary Week Ending 28/05/2023

Negotiations continued throughout the week between Republicans and Democrats in the US to strike a deal to raise the US…

Market Summary Week Ending 21/05/2023

In the US, negotiations have continued between Republicans and Democrats to raise the debt ceiling limit, the cap on the…

Life is for learning

As we explore in the latest edition of Attivo Life Magazine (available to read now), we all have the capacity…
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Market Summary Week Ending 14/05/2023

On Thursday, the Bank of England announced it would raise interest rates by a further 0.25% – from 4.25% to…

Market Summary Week Ending 07/05/2023

On Wednesday, the Federal Reserve announced that it would be increasing the interest rate within the US by 0.25%, from…

Market Summary Week Ending 30/04/2023

On Monday (01 May), in a further shake up to the banking sector, it was announced that JP Morgan Chase…

Market Summary Week Ending 23/04/2023

It was a mixed week across major global indices as investors digested key economic data releases. In the UK the…
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Market Summary Week Ending 16/04/2023

US Consumer Price Index data released on Wednesday 12 April showed that in the 12 months to March inflation had…

Market Summary Week Ending 09/04/2023

The long Easter weekend has meant trading was either slowed or halted. A reaction to the US jobs report would…

Market Summary Week Ending 02/04/2023

Global markets received a boost on Friday after the Federal Reserves preferred inflation gauge showed a lower than expected increase…

Market Summary Week Ending 26/03/2023

The end of the trading week saw further disruption within the banking sector, with investor concern across the industry driving…
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Interest Rate Rises March 2023

The Bank of England’s Monetary Policy Committee met at midday today and decided to raise interest rates for the eleventh…
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Spring Budget Summary 2023

Chancellor Jeremy Hunt delivered his budget to parliament on Wednesday 15 March, with measures targeted at his four growth pillars:…
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Market Update – Banking Sector

What you need to know about Silicon Valley, Credit Suisse and the banking sector Our Lifestyle Financial Planners work with…

The year of the big adventure

If the travel sections of the broadsheets and pages of specialist travel magazines are anything to go by, we’re not…

Market Summary Week Ending 12/03/2023

The collapse of Silicon Valley Bank hit market performance on both sides of the Atlantic this week. The technology focused…

Market Summary Week Ending 05/03/2023

China has set one of their more modest economic growth targets of 5% for the year, which puts any talk…

Market Summary Week Ending 26/02/2023

Figures released in the US this week showed a stronger-than-expected increase in prices for January. The Core Personal Consumption Expenditures (PCE)…

Market Summary Week Ending 19/02/2023

On Wednesday (15th February), UK CPI data showed that inflation continues to decrease, dropping from 10.5% in December 2022 to…

Market Summary Week Ending 12/02/2023

It was announced on Friday that the UK narrowly avoided creeping into a recession, with data for the period for…
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Q4 2022 Market Report

Economic Backdrop Inflation finally seems to be on the way down and we expect headline rates to fall further in…
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Market Summary Week Ending 05/02/2023

The Bank of England voted to further increase interest rates by 0.5% at their first meeting of the year on…
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Market Summary Week Ending 29/01/2023

Across the UK trading week the FTSE 100 ended 0.9% lower. This marked the first weekly loss of the year…

Weekly Update – week ending 22/01/2023

UK Consumer Price Index (CPI) inflation figures were released on Wednesday and confirmed the anticipated fall in the rate of…

Market Summary Week Ending 15/01/2023

UK Markets saw positive news this week from both domestic and international sources through better-than-expected levels of economic growth with…

Market Summary Week Ending 08/01/2023

Following the slowdown of activity through the Christmas and New Year break, UK markets reopened this week with a sense…
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What to look out for in 2023

As an economist by training, I take a huge interest in world affairs. The start of a new year gives…
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End of year Market Summary

Market Summary – Year End 2022 As the Christmas period draws to a close, we’re reflecting on the events of…
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Market Summary Week Ending 18/12/2022

The focus for markets this week was the announcement of CPI inflation data in the US and UK as well…

Market Summary Week Ending 11/12/2022

The big news for UK investors this week was Chancellor Jeremy Hunt’s easing of banking regulations affecting the UK’s financial…

The confidence to celebrate in style

Why party planning and financial planning go hand in hand Helping you to dream big and realise your ambitions is…

Market Summary Week Ending 04/12/2022

US markets continued their recent strong performance, after comments made by Federal Reserve chair Jerome Powell strongly suggested that the…
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Autumn Budget Statement – Thursday 17 November 2022

Chancellor Jeremy Hunt delivered his Autumn Statement to parliament today, outlining plans designed to address rising prices and begin to…

Market Summary Week Ending 27/11/2022

The UK market has remained relatively steady after last week’s autumn statement. It closed on Black Friday 1.7% up, buoyed…
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Market Summary Week Ending 20/11/2022   

The focus in the UK this week was on the release of October’s inflation data on Wednesday and the Autumn…

Market Summary Week Ending 13/11/2022

Following interest rate increases in both the UK and the US, attention this week was on the release of Consumer…

Market Summary Week Ending 06/11/2022

Across all global markets, the anticipation of interest rate hikes from the major central banks in both the UK and…
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Planning for independent education

When do you start investing in your child’s future? For many parents, an independent education for their children is a…

Market Summary Week Ending 28/10/2022

After weeks of unrest and political chaos in Westminster, the start of the week began with hopes of stability moving…
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Market Summary Week Ending 23/10/2022

Continued turmoil within the UK government saw further volatility within the markets this week with the new Chancellor of the…

Market Summary Week Ending 16/10/2022

This week closed with the announcement that Kwasi Kwarteng had been relieved of his duties as Chancellor of the Exchequer…

Market Summary Week Ending 09/10/2022

US markets continued to be tumultuous over the course of this week. Standard and Poor’s 500 (S&P 500) rose 5.6%,…

Market Summary Week Ending 02/10/2022

Following the mini budget announced last week by the government and the subsequent measures introduced by the Bank of England,…
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Mini-Budget Statement

With the Bank of England raising interest rates by 50 basis points to 2.25% and inflation currently sitting at 9.9%,…

Attivo’s Katie White is a Winner

We’re delighted and proud to announce that Katie White, Associate Director at Attivo, has been named Later Life Adviser of…
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How do you go in the right direction when you come into money?

From lottery wins to inheritance, managing big sums requires calm, expertise and vision. Coming into money has many plus-sides. But…

Planning from this day forward…

With more new trends, imaginative ideas and special touches emerging all the time, the big day (or weekend) starts with…

Inflation and Shrinkflation

There is a reason all your favourite chocolate bars seem smaller than when you were young – shrinkflation. This is…

Festival sponsorship hits all the right notes

Attivo was proud to be the sponsors of the Jamie Cullum closing night event at the 25th Cheltenham Jazz Festival…
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Interest Rate Rises

On Friday 6th, the Bank of England raised interest rates for the fourth consecutive time in the space of 6…

Transforming insight into a new brand

Why has the Attivo brand changed? The relaunch of the Attivo brand reflects what makes us unique, our progression as…

2021 – a Market Review

2021 A tug-of-war raged between COVID variants and vaccines, many economies experienced their highest levels of inflation for thirty years…

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