Attivo Financial Planning Limited

Independent Financial Adviser  Sophia House, Cardiff, CF11 9LJ
check
FCA authorised
Last authorised 26th October 2020
Independent, Chartered Financial Planners and Occupational Pension Specialists providing investment, retirement, tax, estate planning and corporate services advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Stephen Harper
Managing Director
Adnan Hussain FPFS
Chartered Financial Planner
Ben Allen DipPFS
Financial Planner
James Hetherington APFS
Chartered Financial Planner
Ryan Wright DipPFS
Financial Planner
Susan Tague APFS
Chartered Financial Planner
David Halloran DipPFS
Financial Planner
Tim Brienza DipPFS
Financial Planner
Cecilia Reilly DipPFS
Financial Planner
Dale Ainsley APFS
Chartered Financial Planner
Nicholas Frid FPFS
Chartered Financial Planner
Joe Bergin FPFS
Chartered Financial Planner
Daniel Bowen FPFS
Chartered Financial Planner
Stuart Harding FPFS FCSI
Financial Planning Director
David McCallig FPFS
Chartered Financial Planner
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.

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

Sophia House, 28 Cathedral Road, Cardiff, CF11 9LJ

Similar advisers near you

Independent Financial Adviser 0 mi
Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.
 
Independent Financial Adviser 0.25 mi
A truly independent, whole of market firm with decades of experience in Cardiff and beyond.
 
Restricted - whole of market 0.58 mi
Comprehensive range of financial planning services for employed , self employed and company Directors. Part of Quilter Financial Planning an Award Winning National Network of Financial Planners (1st in 2019 FT Advisers Top 100 Financial Advisers Awards) An initial no obligation meeting is always at our expense.
 
Independent Financial Adviser 0.68 mi
Clear, Consise, Financial Advice.