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attivo testimonials

I’d thought about different ways of accessing finance for the business, but borrowing from my pension plan wasn’t a route I’d ever considered. I have maintained a 100% shareholding, giving me the control to develop the business, without any external interference.

Andrew Freeth

Property investment specialist

I only wish I had spoken to Attivo Financial Planning sooner. Taking their advice has enhanced my investments and I am more confident about my retirement income.

Karen Horne

Private Client

Meeting Sam and engaging with Attivo Financial Planning, getting our paperwork sorted and our finances in order, is one of the most worthwhile things we’ve done for years.

Ian and Lorraine Buckton

Private Clients

They listened to exactly what I was worried about and what I wanted to achieve. The process was extremely complex and innovative but they just got on and did it.

Retired Leisure Industry Business Owner

I reduced my company’s tax bill and built up tax free wealth outside the company.  I have recommended a number of people to them and I have investments in my pension that I like.

Managing Director of a Media Company

We built a significant pension fund through purchasing our business premises in a tax efficient manner, something we had no idea we could do until they advised us.

Tia and Perry Jacobs

Retired Engineering Business Owners

They approach matters imaginatively and comprehensively.  They have made a complex process extremely simple through their ability and technical expertise.  We will benefit from the simplicity of having all our pensions in one place.

Eric and Diane Owen

Barrister and Teacher

I have never met another IFA that has been able to achieve exactly what I wanted.  I was totally disconnected from my very traditional equity- based pension funds. They have reconnected me to my funds that I worked hard for.

Tushar Raja

Entrepreneur

The service proposition is first class and I received a very personalised service. My portfolio is now invested in an appropriate risk profile, I receive regular updates and suggestions if and when any of the investments fall out of alignment.

Christopher Edge

Managing Director in Financial Services

Their key strength is their advice. They have enhanced our financial position without selling us pension products. We have had our pensions reviewed on a number of occasions over the years and no one prior has suggested any changes.

John and Ruth Spencer

Owners of STS Recruitment

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attivo group news

Financial Market Update for the Week Ending 25th July 2014   By Charlotte WatsonChief Investment OfficerAttivo Investment     Last ...more »


Attivo Group, the Cheltenham-based wealth management firm, has announced the appointment of Simon Fell in the newly created role ...more »


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about attivo group

Attivo Group is a refreshingly different type of wealth management company. We believe that our business model, specialist skills set and intellectual expertise really do set us apart from the rest of the industry. Giving clients financial confidence is at the heart of what we do.

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get in touch

Head Office:

Attivo Group, Jessop House, Jessop Avenue, Cheltenham GL50 3SH | View Map

Call us: 01242 585432 | Fax us: 01242 585449
Email us: info@attivogroup.co.uk

We have offices in:

Cheltenham, London, Bristol, Tunbridge Wells and Manchester.

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