Attivo Financial Planning Limited

Independent Financial Adviser 2nd Floor, 2 Babmaes Street, London, SW1Y 6HD
First meeting at adviser's own cost
Response rating
FCA verified
10th December 2018
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
Stephen Harper
Managing Director
Stuart Harding FPFS FCSI
Financial Planning Director
Chartered Financial Planner
Daniel Bowen FPFS
Chartered Financial Planner
Chartered Financial Planner
Joe Bergin FPFS
Chartered Financial Planner
Chartered Financial Planner
David McCallig FPFS
Chartered Financial Planner
Chartered Financial Planner
James Hetherington APFS
Chartered Financial Planner
Chartered Financial Planner
Dan Dando APFS
Chartered Financial Planner
Chartered Financial Planner
David Halloran DipPFS
Financial Planner
Ben Allen DipPFS
Financial Planner
Ryan Wright DipPFS
Financial Planner
Tim Brienza LLB DipPFS
Financial Planner
What our clients say
‘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 Financial Planning advised us.’
Mr & Mrs Jacobs, Retired Engineering Business Owners, Gloucestershire
‘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
'Engaging with Attivo Financial Planning, getting our papaerwork sorted and finances in order, is one of the most worthwhile things we've done for years.'
Mr & Mrs Buckton, Private Clients, London
Where to find us

2nd Floor, 2 Babmaes Street, London, SW1Y 6HD

Contact us
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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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