Foreword from our

“Our 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 at the greatest value. Established in 2005 and with over 100 employees, we are a privately owned company and we prefer it that way.

We do what we feel is best for our clients, our people, and our business and we pride ourselves on being completely transparent, open and honest. We specialise in giving financial planning advice to private and corporate clients and provide our advice and service through Attivo Financial Planning; one of the few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. Looking after clients is a privilege and it is our duty to ensure they are at the heart of everything we do.

This means recruiting and developing ambitious, forward-thinking, talented people as our success is reliant on our hardworking team. We seek to promote from within and for all staff to have a clear career path. Most of our Financial Planners, Paraplanners and Managers have come from within the business and we encourage you to develop yourself and your career with Attivo Group.”

Stephen Harper, Chairman