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      Chief Executive
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    • Working with us
    • What our people say
    • Your career with
      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
    • Business Support
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Support

Home > Our Management Team > Support

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 and experienced specialists.

All      Board      Financial Planning      Paraplanning      Business Support      Support

Elizabeth McBennett
BSc (Hons)
Executive Personal Assistant
to Stephen Harper
Daisy Reid
PA to Stuart Harding
Stuart Fraser
DipFA
Financial Planning Manager
Georgia Stockford
DipPFS
Financial Planning Manager
Phillip Wood
ACIB FSI FPFS
Financial Planning Manager
Shirley Owen
Adv DipFA Chartered ALIBF
Financial Planning Manager
Jodi Edwards
Assoc CIPD
HR Manager
Alix Scott
CertIHR
Recruitment Manager
Danielle Folley
BA (Hons) Assoc CIPD
Talent and Development Manager
Megan Broadley
Facilities 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), 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

 

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01242 585432 
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info@attivogroup.co.uk

   

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