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      Chief Executive
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    • Working with us
    • What our people say
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      Attivo Group
    • The Attivo Group
      Academy
    • Best Financial Advisers
      to Work For
    • Current vacancies
  • Acquisitions
    • Foreword from our
      Chief Executive
    • Preparing your business for sale
    • Choosing the right partner
    • Attivo Financial Planning
    • Our acquisition process
    • Looking after your clients
    • Our client experience
  • People
    • Board
    • Financial Planning
    • Paraplanning
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Our Management Team

Home > Our Management Team

We believe that looking after clients should be at the heart of all financial planning firms and that the best way to do this is with a team of competent, experienced financial services specialists.

All      Board      Financial Planning      Paraplanning      Business Support      Support

  • All
  • Board
  • Business Support
  • Support
Stephen Harper
Chief Executive
Ian Plumpton
MBA
Compliance and Operations Director
Stuart Harding
FPFS FCSI MSc
Financial Planning Director
and
Chartered Financial Planner
Doug Sparrow
BSc (Hons) FCA
Chief Finance Officer
Gemma Marshall
Bsc (Hons)
Marketing and Communications Manager
Emma Jaggers
MBA
Acquisition Manager
Claire Kidson
BSc (Hons)
Communications Officer
Elizabeth McBennett
BSc (Hons)
PA to Stephen Harper
Stuart Fraser
DipFA
Financial Planning Manager
Georgia Stockford
DipPFS
Financial Planning Manager
Phillip Wood
ACIB FSI FPFS
Financial Planning Manager
Jodi Edwards
Assoc CIPD
HR Manager
Danielle Folley
BA (Hons) Assoc CIPD
Talent and Development Manager
Alix Scott
CertIHR
Recruitment Manager
Megan Broadley
Facilities and
Sourcing Manager
Attivo Group

Attivo Group is a collection of financial companies. Giving clients financial confidence is at the heart of what we do. We provide our advice and service through Attivo Financial Planning, one of few privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist companies in the UK. Attivo Group has offices in London, Cheltenham and Cardiff.

Attivo Group Limited (Company No.05547209) includes Attivo Financial Services Limited (Company No. 05927588), Attivo Financial Planning Limited (Company No. 05747914), Robin Bradford (Life & Pension Consultants) Limited (Company No. 01473758), Oakleaf Independent Financial Services Limited (Company No. 07760682), and Sovereign Asset Management Limited (Company No. 04212474). Attivo Financial is a trading name of Attivo Financial Services Limited.

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Attivo Financial Planning
Sovereign Asset Management

 

Contact

01242 585432 
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info@attivogroup.co.uk

   

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