We’re with you every step of the way. At Attivo, we understand the unique challenges and rewards of running a business. That’s why we offer trusted financial expertise tailored to your needs.
With experience gained from acquiring over 40 Independent Financial Planning firms in the past decade, we know what it takes to support both individuals and businesses on their financial journey.
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We’re with you all the way.
We know that running a business comes with both challenges and positives. With Attivo, you’ll find trusted financial expertise that’s on your side.
Comprehensive, independent financial advice from planners who understand your needs can make a real difference to successful financial outcomes. Whether you’re just starting out, or planning your business exit strategy, we can be by your side with our financial expertise.
Attivo is a passionately independent Chartered Lifestyle financial planning firm, regulated by the Financial Conduct Authority (FCA). Founded in 2005, we provide comprehensive Lifestyle Financial Planning advice to both businesses and individuals.
Financial expertise that’s independent
When it comes to business, it’s personal. Our Lifestyle Financial Planners will take the time to get to know you and what you want to achieve, providing tailored, independent advice that aligns with your complex financial goals.
Our independence means we’re not tied down to a fixed approach, and our Chartered status is an accolade which sets us apart in a crowded marketplace.
Business expertise
We understand the difference between advising an individual and advising a business.
We also know more than a thing or two about business! We’ve acquired more than 40 Independent Financial Planning businesses within the last 10 years as part of our own business growth.
Wealth extraction – improving financial outcomes
Considering an exit?
Whether you are just starting out, protecting your assets or planning your exit strategy, we’re with you at every step of your journey, with independent, Chartered-level expertise aligned to your financial goals.
With our expertise we can help you manage your business exit and optimise outcomes. We can help with:
- Managing your business exit and optimising outcomes
- Succession planning
- Wealth extraction through salary/dividend optimisation
- Tax-efficient director loans
- Simple and complex pension solutions
- Helping you to maximise financial outcomes and secure the rewards of your hard work.
Employee matters
Employee benefit optimisation is critical. Our regulated Financial Planners can help you design and administrate workplace benefits, including:
- Salary exchange and tax-efficient pensions.
- Group protection to safeguard against life-changing events.
- Wellbeing packages and benefits.
- Support with workplace pension duties.
National coverage
We offer client-focused services around Great Britain, with national coverage and office locations at Cheltenham (headquarters), London, Cardiff, Liverpool, Darlington, Newbury, Fareham, Grangemouth and Harrogate.
Professional, trusted and client-focused
Our current Chairman and founder, Stephen Harper, reflects our missions best: “It has always been our mission to enrich lives. We’re with our clients all the way at each stage, and through all the complexities of their personal life and business activities. As a Chartered, Lifestyle Financial Planning firm, we’re excited to share our expertise to help more people plan for the life they truly want. Fiercely independent, we have the flexibility and freedom to offer the tailored approach that best suits your needs.”
“Investing in people is at the heart of our values. Our Attivo Academy embeds continuous professional development and FCA compliance at the highest level – upholding our prestigious Chartered status.”
“We look forward to getting to know you and your business and providing our Lifestyle Financial Planning expertise.”
Find out how we can help you and your business by getting in touch.
General business advice (not involving regulated financial products or services) is not an activity which is regulated by the Financial Conduct Authority.
Attivo (a trading name of Attivo Financial Limited) is authorised and regulated by the Financial Conduct Authority.
Investment values may fall as well as rise and you might get back less than you originally invested. Tax planning is not an activity which is regulated by the Financial Conduct Authority.
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