Attivo

Attivo is one of few privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist companies in the UK. 

We’re here to listen, to understand what you want out of your life, to help you plan your next steps, and your future beyond that. We believe lifestyle financial planning is about much more than recommending a product to solve an immediate need. Sometimes we’ll encourage you to spend more to enjoy your life today, while for others, an action plan may be required to help you achieve future goals.

Holding Chartered status means we have satisfied rigorous criteria relating to professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII) and we are wholly committed to giving unbiased advice, which is why we have chosen to remain independent. This makes us different from many other financial services companies.

We think the best way to look after clients is with a team of competent, experienced financial services specialists and our focus on training and professional development enables our highly qualified team to provide great value advice and service.