Retiring advisers

Looking after your clients

An award-winning company, Attivo Financial Planning believes that looking after clients should be at the heart of all financial planning firms, and that clients should receive truly independent advice.

We look forward to meeting each of your clients personally and developing long-term relationships with them to ensure they stay on track to meet their financial goals.

Our highly qualified and skilled team of Financial Planners and Paraplanners will research the whole of the market and work together to ensure your clients receive the most appropriate advice for their circumstances.

We believe our corporate structure, specialist skill set, and highly qualified and technically competent team make us refreshingly different and able to provide great value advice and service.

Client integration

Once the contract has been agreed, we will devise a communications strategy to inform your clients of the change.

This will include a letter from your business which we will work with you to produce, followed by a welcome letter from us a couple of days later. For an asset purchase, this typically happens within two weeks of exchange, and within two weeks of completion for a share purchase.

Our Client Services Team will then contact each of your clients to set up a meeting with one of our Relationship Managers who will introduce them to Attivo Financial Planning and explain more about the process, answering any questions they may have. If you would like to be present at these initial meetings we are happy to facilitate this, and it can help with client retention.

During the meeting, the Relationship Manager will arrange an initial meeting with one of our highly qualified Financial Planners who will take the time to get to know each client’s financial circumstances and aspirations.