FCA verified
25th September 2017

Attivo Financial Planning Limited

Independent Financial Adviser Lowry House, 17 Marble Street, Manchester, M2 3AW
Chartered Financial Planners providing specialist expertise in pensions, investments, property and tax planning since 1998.
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 DipIP PFA DipIP PFA
Managing Director
adviser-person
Frances Roch FPFS FPFS
Chartered Financial Planner
adviser-person
Tim McMahon BA (Hons) DipPFS Dip MGMT BA (Hons) DipPFS Dip MGMT
Head of Financial Planning
adviser-person
Andrew Wilkinson DipFA DipFA
Financial Planner
adviser-person
Ross Coombes DipPFS DipPFS
Financial Planner
adviser-person
Dan Dando DipFP DipFP
Financial Planner
adviser-person
Struan Robertson DipPFS DipPFS
Financial Planner
adviser-person
Nick Lawman
Financial Planner
adviser-person
Chris Skidmore DipPFS DipPFS
Paraplanner
Where to find us
About us

Chartered Financial Planners, Attivo Financial Planning (formerly Fountain Independent) has been giving trusted financial advice for over 15 years. Based in Cheltenham, we have offices in London, Manchester, Bristol and Nottingham. We are part of Attivo Group, an innovative financial services group of companies specialising in pensions, investment, property and tax planning advice for private and corporate clients. The group comprises Attivo Financial Planning, Chartered Financial Planners and Attivo Investment Management, and has its own SIPP (MYSIPP), SSAS (MYSSAS) and commercial property company (Attivo Property). The group offers a full range of professional advice and investment management services.

Our services

We are a firm of Chartered Financial Planners offering specialist pensions, investment, property and tax planning advice. Our advisers will help you get your finances in order, organise the paperwork and give you a greater understanding of your pensions and investments, as well as ensure that you pay as little tax as possible. We are acknowledged pension transfer specialists and our Pensions Director, Frances Roch, is an expert in pension sharing on divorce. As part of the Attivo Group we have our own discretionary fund management company that creates investment strategies and manages client investment portfolios.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Attivo Financial Planning Limited is an Appointed Representative of Attivo Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (Financial Services Register No. 462105). Attivo Financial Planning Limited’s Financial Services Register No. is 451967.

Registered in England and Wales Company No 5747914. Registered Office: 2 Royal Crescent, Cheltenham, GL50 3DA, UK.

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