Attivo Financial Planning Limited

Independent Financial Adviser Attivo Financial Planning, Jessop House, Jessop Avenue, Gloucestershire, Cheltenham, GL50 3SH
FCA verified
17th June 2019
Independent, Chartered Financial Planners and Occupational Pension Specialists providing investment, retirement, tax, estate planning and corporate services advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
adviser-person
Stephen Harper
Managing Director
adviser-person
Stuart Harding FPFS FCSI
Financial Planning Director
adviser-person
Daniel Bowen FPFS
Chartered Financial Planner
adviser-person
Joe Bergin FPFS
Chartered Financial Planner
adviser-person
Cecilia Reilly DipPFS
Financial Planner
adviser-person
David McCallig FPFS
Chartered Financial Planner
adviser-person
Nicholas Frid FPFS
Chartered Financial Planner
adviser-person
Susan Tague APFS
Chartered Financial Planner
adviser-person
Adnan Hussain FPFS
Chartered Financial Planner
adviser-person
Ben Allen DipPFS
Financial Planner
adviser-person
James Hetherington APFS
Chartered Financial Planner
adviser-person
Ryan Wright DipPFS
Financial Planner
adviser-person
Dale Ainsley APFS
Chartered Financial Planner
adviser-person
David Halloran DipPFS
Financial Planner
adviser-person
Tim Brienza DipPFS
Financial Planner
Where to find us

Attivo Financial Planning, Jessop House, Jessop Avenue, Gloucestershire, Cheltenham, GL50 3SH

About us

Attivo Financial Planning is one of few privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist companies in the UK. We specialise in investment and retirement, tax and estate planning advice for private clients, as well as helping businesses with their financial planning.

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.

Our Head Office is in Cheltenham and we also have offices in London and Cardiff.

Our services

We think the best financial advice a client can receive is independent advice. Whether you are a private or corporate client, we will get to know your financial circumstances, understand how we can help, and provide recommendations and products based on researching the whole of the market.

Most of our Financial Planners and Paraplanners are qualified to Fellow and Chartered status and many are Occupational Pension Specialists with years of experience and high levels of technical ability and professional knowledge. Our team of Financial Planners and Paraplanners work together to ensure you receive the most appropriate advice for your circumstances.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Attivo Financial Planning Limited is an Appointed Representative of Attivo Financial Services Limited which is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 462105). Attivo Financial is a trading name of Attivo Financial Services Limited. These companies are in Attivo Group and are registered in England and Wales. Registered Office: Jessop House, Jessop Avenue, Cheltenham, GL50 3SH, UK.

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