We will work in partnership with your clients to ensure they stay on track with their financial goals.
Below is a guideline which will be tailored to their individual financial planning requirements. In addition to these meetings, your clients can speak to their new Financial Planner over the phone, on email, or at our offices as often as they need.
“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.”