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