Response rating
9.0/10
FCA verified
18th September 2017

Attivo Financial Planning Limited

Independent Financial Adviser Attivo Financial Planning, Jessop House, Jessop Avenue, Gloucestershire, Cheltenham, GL50 3SH
First meeting at adviser's own cost
Independent, Chartered financial planning firm offering expert advice in investments, retirement planning, estate planning and tax planning.
We can advise you on
    • 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
Stephen Harper DipIP PFA
Managing Director
Stuart Harding FPFS MCSI
Financial Planning Director
Accreditations
Chartered Financial Planner
Frances Roch FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Daniel Bowen FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
James Hetherington APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Dan Dando DipFA
Financial Planner
Nishma Waite Dip CII
Financial Planner
Ben Allen DipPFS
Financial Planner
Nicholas Lawman DipPFS
Financial Planner
Milan Patel DipFP MBA Chartered FCSI ChartWM
Financial Planner
Nicolas Chaitow DipPFS Chartered MCSI
Financial Planner
Ryan Wright DipPFS Cert CII (MP)
Financial Planner
Adam Wicken CeMAP DipPFS
Financial Planner
David Halloran DipPFS
Financial Planner
What our clients say
‘Engaging with Attivo Financial Planning, getting our paperwork sorted and finances in order, is one of the most worthwhile things we’ve done for years.'
Mr & Mrs Buckton, Private Clients, London
‘I only wish I had spoken to Attivo Financial Planning sooner. Taking their advice has enhanced my investments and I am more confident about my retirement income.’
Karen Horne, Private Client, Gloucestershire
‘We built a significant pension fund through purchasing our business premises in a tax efficient manner, something we had no idea we could do until Attivo advised us.’
Mr & Mrs Jacobs, Retired Engineering Business Owners, Gloucestershire
Where to find us
About us

Attivo Financial Planning is an independent, Chartered firm of highly qualified, professional financial advisers providing advice to private clients and businesses. We have been giving advice since 1998.

Attivo Financial Planning specialises in investments, retirement planning and tax planning. We think the way we do things gives our clients control and confidence in managing their money, whether they want to protect it, grow it or share it.

We work in partnership with our clients, building long term relationships and most importantly, giving clients confidence and control of their finances. Whatever your life stage, financial objectives or goals, we will get to know you and work with you to help you achieve them.

With our Head Office in Cheltenham, and an office in London, we are well placed to look after clients in the South, South West and South East region.

Our services

Giving clients financial confidence and control is at the heart of what we do. An independent, Chartered firm, we have a highly qualified team of expert Financial Planners (advisers) who work together to achieve the best outcome for our clients.

We offer investment, specialist pension and retirement planning and tax planning advice.

Our service is built around our clients so before we offer any advice or services we listen. Only then do we understand enough to deliver what they want.

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 Planning Limited’s Firm Reference No. is 451967. Registered in England and Wales Company No 5747914. Registered Office: Jessop House, Jessop Avenue, Cheltenham, GL50 3SH, UK.

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Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.