Best Financial Advisers
to Work For

Attivo Group is delighted to have been named one of the Best Financial Advisers to Work For at the Professional Adviser Awards 2021 for the second year running!

We are one of only 9 adviser firms in the country to have achieved this status! The programme is designed to recognise outstanding places of employment in the UK and we are enormously proud of the accolade.

We understand that to be the best independent financial planning company in the UK, we need to support our people to perform to the best of their ability. Our placement as one of the Best Financial Advisers to Work For was mostly determined by the results of an employee survey produced by Best Companies Group on the benefits of working at Attivo Group and our employees’ satisfaction.

We are committed to being the best employer we can be by providing a positive and supportive working environment in which our people can achieve their full potential, and we are thrilled that the survey results demonstrate that our people recognise this.

Attivo Group’s mission is for Attivo Financial Planning to be the best independent financial planning company in the UK by delivering the most professional, technically competent, independent advice and service to our clients. This means recruiting and developing ambitious, forward-thinking and talented individuals, and creating a positive and supportive working environment.

Our values provide a framework for this and inspire and guide our behaviours. They are reflective of exactly what our business is about: people; as without our clients or our employees we would not exist.


We work to build honest, long-term relationships with each other, our business partners, and our clients.


We believe all Financial Planners and Paraplanners should be qualified to Chartered and Fellow status. The Attivo Group Academy enables our staff to gain the skills, knowledge and qualifications needed to provide excellent service. With 70% of our workforce being millennials we have partnered with the University of Gloucestershire to deliver the first Financial Adviser Apprenticeship.


We are a responsive company and pride ourselves on listening to everyone. We want our staff to find their work meaningful and understand how they contribute to the wider business. Regular team meetings and performance reviews provide a forum for discussion and ensure staff stay on track.


We invest in the latest technology to enable our staff to complete their work efficiently and involve them in the introduction of new systems to ensure they meets their needs.


We believe in strong leadership so all employees feel supported and able to succeed. We strive to promote from within and for all staff to have a clear career path to fulfil their potential.


We always do the right thing for our clients, each other, our business partners and the wider community – we do not take shortcuts.