Attivo Group is a national financial planning group. Giving clients financial confidence is at the heart of what we do.
Founded in 2005 by Stephen Harper, Chairman, Attivo Group includes Attivo Financial Services and Attivo Financial Planning. We are a privately owned company and we prefer it that way. We do what we feel is best for our clients, our people and the business and we pride ourselves on being completely transparent, open and honest.
Attivo Financial Services is authorised and regulated by the Financial Conduct Authority (FCA) and has the required permissions to act as Principal to Attivo Financial Planning, Oakleaf Independent Financial Services and Sovereign Asset Management. When we acquire financial planning businesses as part of our growth strategy, they typically become an Appointed Representative of Attivo Financial Services.
We provide our advice and service through Attivo Financial Planning, one of few privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist companies in the UK. We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses.
Holding Chartered status means we have satisfied rigorous criteria relating to professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII) and we are wholly committed to giving unbiased advice which is why we have chosen to remain independent.
We believe our corporate structure, specialist skill set and focus on training and professional development ensures we have a highly qualified and technically competent team. This makes us refreshingly different and able to provide great value advice and service to our clients.
Our values provide a framework for recruiting and developing our employees as well as guiding our behaviours and how we serve our clients. They are reflective of exactly what our business is about: people; as without our clients or our employees we would not exist.
We work to build honest, long-term relationships with each other, our business partners, and especially our clients to give them confidence in their financial planning.
We believe all Financial Planners and Paraplanners should be qualified to Fellow and Chartered status and be Occupational Pension Specialists. We continuously develop the knowledge, skills and qualifications of all our people so we can provide the most technically competent, independent, financial planning advice.
We strive to decide our own fate and we act with self-reliance and trust in our own abilities. We accept responsibility for our conduct and quality of work so it is ‘right first time’ to ensure positive client outcomes.
We deliver forward-thinking advice and service and we are quick to respond to changes in regulation, legislation and market movements. We coach and mentor our people, supporting their development needs so that they can perform to the best of their ability.
We understand the importance of a high-trust environment to enable our people to help our clients. We strive to promote from within and for all employees to have a clear career path to fulfil their potential.
We always do the right thing for our clients, each other, our business partners and the wider community – we do not take shortcuts. We are wholly committed to providing unbiased, independent advice and every client should feel as though they are our only client.