Tunbridge Wells Wealth Management

Tunbridge Wells wealth management firm, Attivo uses Bloomberg stock market info and corporate data, to supply the wealth managers in its investment arm.

The Royal Tunbridge Wells wealth management firm can access real-time news, analysis and comment from stock markets around the globe. Attivo Investment’s in-house team of experienced wealth managers and analysts now use the Bloomberg service to advise high net-worth clients on their managed portfolios and investment needs.

“We have just gained DFM (discretionary fund management) status from the Financial Conduct Authority, and our investment management team needed the best possible global data platform to serve our clients,” explains Attivo chief executive, Stephen Harper.

This follows our award of Chartered Financial Planning status at the start of 2013 for Attivo Financial Planning.

We are a complete financial and investment services group for private clients and businesses, with our own investment platform, SIPP, SASS, advisory business, property investment and wealth management services.

stephen-harper wealth manager

Stephen Harper, Chief Executive of Attivo Group

The service provides investors in the south east with access to a team of wealth managers who take on full responsibility for the investment portfolios. It also simplifies the accounting process at the end of the tax year, with the added benefit of tax planning advice.

For further information contact Attivo Group on 01242 585432.

Attivo Investment Management Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register No. 587794).

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To find out more about how we can help you please call our Client Engagement team on 01242 585444

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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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