Looking after
your clients

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.

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 look forward to meeting each of your clients personally and developing long-term relationships with them to ensure they stay on track to meet their financial goals.

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

We believe our corporate structure, specialist skill set, and highly qualified and technically competent team make us refreshingly different and able to provide great value advice and service.

Client integration

Once the contract has been agreed, we will devise a communications strategy to inform your clients of the change.

This will include a letter from your business which we will work with you to produce, followed by a welcome letter from us a couple of days later. For an asset purchase, this typically happens within two weeks of exchange, and within two weeks of completion for a share purchase.

Our diploma-qualified Trainee Financial Planners will then contact each of your clients to introduce them to Attivo Financial Planning, explain more about the process and answer any questions the client may have. They will also set up a meeting with their new highly qualified Financial Planner who will take the time to get to know each client’s financial circumstances and aspirations. If you would like to be present at these initial meetings we are happy to facilitate this, and it can help with client retention.