Foreword from our
Chief Executive

“As a privately owned company ourselves, we understand the significant time, energy and commitment you have put into your business and that choosing another firm to take care of your valued clients is not an easy decision to make.

We think that the best way to look after clients is with a team of competent, experienced financial services specialists so most of our Financial Planners and Paraplanners are qualified to Fellow and Chartered status, and many are Occupational Pension Specialists.

We also think that clients should have access to unbiased advice and products from the whole of the market so despite increasing regulation, we have chosen to remain independent.

We have a very clear mission as a business: 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.

We want to be seen as a leader in the financial planning sector, help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

We want every client to feel as though they are our only client.”

Stephen Harper