Empowering financial futures, one plan at a time.
At Attivo, we're a team of independent financial planners dedicated to helping you achieve your financial goals. We believe that financial planning is about much more than just recommending products to solve immediate needs. It's about creating a personalized plan that's tailored to your unique circumstances, helping you achieve your short, medium, and long-term financial objectives.
Our Services
For private clients, we offer personalized advice on investments, retirement planning, tax planning, and estate planning. We understand that every individual's circumstances are unique, and we take the time to listen to your needs and develop a plan that's all yours. Whether you're looking to protect your assets, plan for retirement, or simply want to make the most of your wealth, we're here to guide you every step of the way.
For businesses, we offer a range of services designed to help you protect and grow your company. From corporate planning to employee benefits and group pensions, we've got you covered. Our team of experts works closely with you to understand your business goals and develop a plan that meets your specific needs.
Our Approach
At Attivo, we're passionate about delivering straightforward, jargon-free advice that's tailored to your individual circumstances. We believe in being transparent and open about our fees and services, and we're committed to building long-term relationships with our clients.
Our Team
Our team of highly qualified and technically competent financial planners is dedicated to guiding you every step of the way. With offices in Cheltenham, London, Cardiff, Harrogate, and Liverpool, we're well-placed to serve clients across the UK. We're constantly investing in our staff's development, ensuring that our planning and advice stays relevant, valuable, and trustworthy.
What Our Clients Say
At Attivo, we're proud of the positive testimonials we've received from our clients. Here's what one of our clients has to say: "My Attivo Planner listens carefully and has guided me wisely through the past ten years to the extent that I know that whatever happens, all will be well. Huge relief all round."
Our News and Insights
Stay up to date with the latest news and insights from Attivo. From market analysis to expert tips and advice, our regular newsletters and blog posts are designed to inspire and inform. Whether you're looking for general knowledge or specific guidance, we're committed to providing you with cutting-edge information that helps you make informed decisions about your finances.

Be the first to review Sovereign Asset Management.
Write a Review