Attivo Financial Planning Limited

Independent 2nd Floor, 2 Babmaes Street, London, SW1Y 6HD
FCA verified
11th November 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 review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Stephen Harper
Managing Director
Daniel Bowen FPFS
Chartered Financial Planner
Stuart Harding FPFS FCSI
Financial Planning Director
James Hetherington APFS
Chartered Financial Planner
Ryan Wright DipPFS
Financial Planner
David Halloran DipPFS
Financial Planner
Ben Allen DipPFS
Financial Planner
David McCallig FPFS
Chartered Financial Planner
Joe Bergin FPFS
Chartered Financial Planner
Tim Brienza LLB DipPFS
Financial Planner
Nicholas Frid FPFS
Chartered Financial Planner
Cecilia Reilly DipPFS
Financial Planner
Adnan Hussain FPFS
Chartered Financial Planner
Dale Ainsley APFS
Chartered Financial Planner
Susan Tague APFS
Chartered Financial Planner
Where to find us

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

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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value