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.
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
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.
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.
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
attivo group news
23 April, 2014
Financial Market Update for the Week Ending 18 April 2014 By Charlotte Watson Chief Investment Officer Attivo Investment ...more »
22 April, 2014
Stephen Harper talks to Rob Kingsbury about his ambitions for Attivo Group in the May edition of Adviser Business ...more »