Chartered, Independent
Financial Planners

Giving the best advice for our clients

Part of Attivo Group, Attivo Financial Planning was founded by Chief Executive Stephen Harper in 1998. We are a privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist company that specialises in giving financial planning advice to private and corporate clients. For our private clients this includes advice on investments, retirement planning, tax planning and estate planning.

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.

We work in partnership with our clients, building long-term relationships and most importantly, giving clients confidence and control of their finances. Whatever your life stage, financial objectives or goals, we will get to know you and work with you to help you achieve them.

Giving you financial confidence

Being Chartered

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), the professional body for insurance and financial services. This means you can be confident that we are wholly committed to providing you with the best possible advice, service and support.

Why independent advice is important

We think the best financial advice a client can receive is independent advice. Being independent means providing unbiased and unrestricted advice based on a comprehensive and fair analysis of the market. Genuinely independent advice is free from any restrictions that could affect a financial planner’s ability to recommend what is best for the client.

Major regulatory changes since 2012 have meant a higher benchmark for being independent, and as a result many financial planning firms have opted to offer a restricted advice proposition, meaning they only offer certain products to clients.

We have chosen to remain independent as we believe clients should have access to unbiased advice and products from the whole of the financial services market. This makes us different from many other financial services companies.

Our highly qualified and skilled team of Financial Planners and Paraplanners research the whole of the market and work together to ensure you receive the most appropriate advice for your circumstances.

Along with our Chartered status and the fact we are Occupational Pension Specialists, our independence is often one of the main reasons that clients choose us.

Why choose Attivo Financial Planning?

Client focused

Independent advice

Chartered status

Occupational Pension Specialists

Highly experienced, knowledgeable and technical team

Looking after our clients

An award-winning company, Attivo Financial Planning believes that looking after clients should be at the heart of all financial planning firms, and that clients should feel confident with their finances. Stephen Harper set up Attivo Financial Planning because he believed clients should be looked after properly, and that they should receive truly independent advice.

Our dedicated Client Services Team is the initial point of contact for our existing clients, and are also there to provide support on an  ongoing basis. They arrange calls or meetings with our Financial Planners and answer any questions clients have.

We are proud of our collaborative approach with clients and our high standard of client service. We believe this sets us apart from the rest of the industry and leads to long-term relationships with our clients.

Our Financial Planning process

Why an annual review is important