ATTIVO
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 Adviser and help others to find their perfect fit?P
Picture this: you have a friend, family member or maybe a work colleague who needs help with their financial advice. Perhaps they are unhappy with their current Adviser, or maybe they’ve never taken advice and have an unexpected issue; they’ve inherited some money, want advice on their pension or have concerns about the tax implications on their investments.
Attivo Associate Director Ryan Wright says: ‘People come to us when they need a plan to get them to retirement or reassurance that they’re putting the right strategies in place to achieve their goals in life. Often, clients come to us with specific tasks in mind; they may want to consolidate workplace pensions, for example, and then, after taking our advice and discussing their vision for the future, much more significant financial plans are put in place. These are typical areas where the public is increasingly seeking advice, but it can take a lot of work (and seem overwhelming) to know where to start searching for the right Adviser.’
“19 advisors in the top-rated adviser list: overall score 4.7 out of 5”
According to an International Longevity Centre UK (ILC) report*, evidence suggests that an ongoing relationship with a financial adviser leads to better financial outcomes* and that those who take advice are more likely to accumulate greater financial and pension wealth. The ILC concluded that financial advice delivers real value for those who access it.
We want to make speaking with your chosen Financial Adviser as easy as possible – this is where VouchedFor can help.
What is VouchedFor?
VouchedFor is a reputable platform that rates and reviews Financial Advisers across the UK. The reviews are independently vetted and continuously monitored.
We encourage our clients to ‘vouch for’ their Attivo Lifestyle Financial Planner when they’ve been impressed by the service they’ve received over a period of time. We currently have 19 Lifestyle Financial Planners in the 2024 Guide to Top Rated Financial Advisers by VouchedFor. This means the Adviser will have had at least 10 reviews from 2023, with a rating of over 4.5 out of 5, making them exceptionally highly regarded by their clients. These are not just ‘run-of-the-mill’ Advisers; clients have gone out of their way to point out how helpful, trustworthy and effective their Adviser is.
If you think any of your friends or family would benefit from a free initial conversation with a Financial Planner, please call Attivo on 01242 585444 or visit: attivo.co.uk. They can also visit vouchedfor.co.uk to search for an Adviser’s name.