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.
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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?
“A few years ago I decided I still wanted to give advice to clients but the regulatory and legislative burden of running a financial planning business was becoming too demanding, so I worked with Attivo Group to establish my business as an Appointed Representative of Attivo Financial Services. In 2018 I decided to sell my company’s shares to Attivo Group and joined the company as a Financial Planner. For me, being able to give advice without the burden of running my own business is the best of both worlds.”
“I had run my financial planning company in Milton Keynes with a business partner for several years. With my partner having stepped back, the changing regulatory environment, and the fact I was approaching retirement age, I decided it was time to exit the business. I met with Attivo Group in October 2017 and worked closely with them for 12 months to establish the right deal structure, including a handover period so that I could introduce my clients to them. Completion took place in October 2018 with an excellent retention rate.”
“In 2016, I felt it was time to sell our business and enjoy retirement as I was in my sixties and had provided financial advice for over 40 years. I was introduced to Attivo Group in the April and quickly realised they had the knowledge, experience and client focus to provide our clients with the service they were used to. Due to the structure and tax position of our firm, I wanted to sell the firm’s assets rather than the shares and Attivo Group was happy to accommodate this. Over the subsequent months we progressed to Heads of Terms and completed the sale in October 2016. I didn’t want to be involved in the integration process, other than working in the background to ensure a smooth transition, as I felt this demonstrated the confidence and trust I had in Attivo Financial Planning and their high client retention rates are testimony to their ability.”