Attivo

At Attivo, we believe that people should be able to enjoy as much of the wealth that they have built as possible.

Just one example is a couple who came to Chartered Financial Planner Luke Bennett, who had spent years of their life building a successful business – only to discover that their estate could face an Inheritance Tax liability of around £500,000.

Luke worked closely with the couple to review their assets, estate and long-term family objectives, and explored ways that they could potentially reduce their liability, including gifting and relinquishing assets to loved ones.

The result was not only a reduced a future tax bill; the couple were also able to support their children's financial future while gaining confidence that their own goals remained on track.



Important information: This is one client's experience; outcomes depend on individual circumstances. For information only, not personal advice. Tax treatment depends on individual circumstances and may be subject to change in the future. Any decision to invest should be made in the context of your individual circumstances and financial objectives. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. The FCA does not regulate inheritance tax planning services. Tax treatment is based on individual circumstances and may be subject to change in the future. Cashflow forecasting is an illustrative planning tool only. It is based on assumptions about future income, expenditure, inflation, taxation and investment returns, which may change and are not guaranteed. Actual outcomes may differ. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

Helping people to live a fulfilling and enjoyable life sits at the heart of our financial planning approach at Attivo.

So, when one of our clients came to us feeling stuck at work and believing she still had two years left before she could retire, Chartered Financial Planner Leo Richardson was only too happy to help.

After taking the time to listen to the client and understand her worries and goals, Leo reviewed all her pensions, assets and investments in detail, and built her a financial plan that showed she could, in fact, retire now.

This life-changing outcome empowered our client to retire with confidence and focus on what mattered most to her.



Important information: This is one client's experience; outcomes depend on individual circumstances. For information only, not personal advice. Investments and pensions can fall as well as rise. Tax treatment depends on your individual circumstances and may change. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

When facing a terminal diagnosis, having a clear financial plan can provide important reassurance for both the individual and their family.

In this video, Katie White, Associate Director and Chartered Financial Planner at Attivo, shares how she helped her client to:
🔵 Set out what mattered most to him and his family.
🔵 Bring his family into the conversation so everyone understood his wishes.
🔵 Give his family a roadmap for the future.
Katie's support provided the family with greater clarity, and helped the client's children felt more confident to support their mum with the finances.



Important information: This is one client's experience; outcomes depend on individual circumstances. For information only, not personal advice. Investments and pensions can fall as well as rise. Tax treatment depends on your individual circumstances and may change. Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

Losing a partner can bring huge emotional and financial uncertainty, especially when your lives and work have been closely connected for many years.

In this video, Georgia Gébler, Chartered Financial Planner at Attivo, shares how she helped a recently widowed client who was worried about her financial future and thought she may need to continue working in the business she had built with her husband over 50 years.

Georgia supported her client by helping her:
🔵 Talk through her concerns after a major life change.
🔵 Understand what mattered most to her.
🔵 Explore what a new life in retirement could look like.

With Georgia's help, the client felt at greater peace of mind and had the reassurance to focus on the life she wanted to live.



Important information: This is one client's experience; outcomes depend on individual circumstances. For information only, not personal advice. Investments and pensions can fall as well as rise. Tax treatment depends on your individual circumstances and may change. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.