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.
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.
“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.”