Attivo Financial Planning

Retiring advisers

Get in touch

Whether you are just considering your options or are ready to take the first step, please contact us for a confidential conversation about how we can help you with succession planning for your business.

Download our brochure

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.

We have a dedicated Client Services Team who will welcome your clients to Attivo Financial Planning and be on hand to look after them on an ongoing basis.

Our highly qualified Financial Planners and Paraplanners, many of whom are qualified to Fellow and Chartered status, will then get to know your clients’ circumstances and help them achieve their financial objectives.

We are proud that most clients who come to us through acquisition choose to stay with us.

Why choose Attivo Financial Planning?

  • Genuinely independent
  • Chartered Financial Planner status
  • Occupational Pension Specialist
  • Privately owned
  • Client focused
  • Experienced and knowledgeable Acquisitions Team
Pension Transfer Gold Standard _Gold_RGB
Chartered_Standard_Corp_FP_OffWhite