Acquisitions

Retiring or moving on to a new venture after years of running your own business is a momentous event and the prospect can be overwhelming.

We understand how important it is to find a company that has high standards of service and will put your clients first. Having successfully acquired over 30 IFA businesses in the last decade, our acquisition process has been well honed to ensure the smoothest handover for you and your clients.

Attivo Group’s financial planning company, Attivo Financial Planning was founded by Stephen Harper in 1998. We are a privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist company, specialising in giving financial planning advice to private and corporate clients.

The first step of the process is for us to understand your initial thoughts on exiting your business, so we will usually set up a telephone call to discuss the type of sale you are considering, and the timescales you would like to work towards.

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 receive truly independent advice.

We will work in partnership with your clients to ensure they stay on track with their financial goals.