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You were both extremely kind and most helpful and I much appreciated all your advice. I was extremely encouraged, even at this very early stage of negotiations by the talks, through both of you, with Attivo Financial Planning and happy with the outcome to date. I look forward now to more discussions with you and others there at Attivo Financial Planning in due course.
Throughout the whole process, Frances has been a helpful adviser, and she has fully earned my trust. I would, and have, recommended her to other friends. She has helped me to make sense of my finances and to plan for a future that I didn’t think was in my reach before our discussions. I am very grateful to her, and Attivo, for doing this for me.
Before his death, my husband managed all his own financial affairs. Since then I had no idea how to deal with anything to do with money, until Ross came to see me. He was very patient and explained all recommendations slowly and carefully to me. I would strongly recommend Attivo Financial Planning to anyone requiring financial help.
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.
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.
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.
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.
Retired Engineering Business Owners
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.
Owners of STS Recruitment
29 September, 2015
Financial Market Update for the Week Ending 27 September 2015 By Charlotte Watson, Chief Investment Officer, Attivo Investment Key ...more »
22 September, 2015
Wealth management group Attivo has acquired its seventh IFA business this year, Surrey-based C R Toogood Financial Planning, ...more »