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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
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.
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.
Owners of STS Recruitment
21 November, 2014
21-November-2014 by The Business, The Citizen & Gloucestershire Echo A Cheltenham-based pensions business specialist has made a voluntary contribution ...more »
20 November, 2014
By Peter McMillan A Cheltenham-based pensions specialist has made a voluntary contribution to an endangered species after earning an ...more »