Attivo Group

Attivo Group is a collection of financial services companies. Giving clients financial confidence is at the heart of what we do.We are a privately owned company and we prefer it that way. We do what we feel is best for our clients, our people and the business and we pride ourselves on being completely transparent, open and honest.We believe our corporate structure, specialist skill set and focus on training and professional development through the Attivo Group Academy ensures we have a highly qualified and technically competent team. This makes us refreshingly different and able to provide great value advice and service to our clients.Attivo Group includes Attivo Financial Services and Attivo Financial Planning.Attivo Financial Services is authorised and regulated by the Financial Conduct Authority (FCA) and has the required permissions to act as Principal to Attivo Financial Planning. When we acquire financial planning businesses as part of our growth strategy, they typically become an Appointed Representative of Attivo Financial Services.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. We are different to other companies and we like that. We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses.Our Head Office is in Cheltenham and we also have offices in London and Cardiff.