Part of Attivo Group, Attivo Financial Planning was founded by Chief Executive Stephen Harper in 1998. We are a privately owned, Independent, Chartered financial planning and Pension Transfer Specialist company that specialises in giving financial planning advice to private and corporate clients. For our private clients this includes advice on investments, retirement planning, tax planning and estate planning.
We believe our corporate structure, specialist skill set and focus on training and continual professional development to ensure we have a highly qualified and technically expert team, make us refreshingly different and crucially, provide the best advice and service for our clients.
We work in partnership with our clients, building long term relationships and most importantly, giving clients confidence and control of their finances. Whatever your life stage, financial objectives or goals, we will get to know you and work with you to help you achieve them.
Our aim is for Attivo Financial Planning to be the best independent financial planning company in the UK and to deliver the most professional, technically competent, independent advice and service to our clients.
To make this happen we need to not only recruit the most suitable people to join the team, but develop existing staff. We believe in promoting from within the company and have set up our own Academy to help staff grow and develop their career at Attivo Financial Planning. Many of our Financial Planners, Paraplanners and Managers have come from within the business and we are passionate about encouraging staff to develop and fulfil their potential.