Attivo

Attivo is a UK-based chartered, independent financial planning firm serving individuals, families and businesses. Its approach, called Lifestyle Financial Planning, places clients’ values, goals and ambitions at the centre of financial plans, helping them make informed decisions about life now and in the future. Attivo offers personal advice on retirement and financial planning, investments, tax, estate planning, inheritance tax, mortgages and protection. Its services are designed to support short-, medium- and long-term goals, build financial security and help clients protect what matters to them.

For businesses, Attivo provides financial reviews, business insurance, commercial mortgage and premises advice, exit strategy planning, employee benefits, group protection, group healthcare and workplace pensions. It also offers consulting and support at different stages of business development. The firm shares practical guidance through articles, downloadable guides, client stories and its Life magazine, covering topics such as retirement, inheritance tax and tax planning. Attivo invites prospective clients to arrange a free consultation and provides client services for ongoing support.