10/05/2024
We are delighted that the Brook-Dobson Brear (bdb) team has joined the Attivo team of highly qualified, experienced lifestyle financial planning specialists, and now operates under the Attivo name.
Founded in 2005, Attivo is a fast growing Chartered, independent firm that specialises in all aspects of Lifestyle Financial Planning, across England and Wales. Our clients value the long-term relationships we build, and we work in partnership with you over your lifetime to help you reach your life goals.
The advice we offer is truly independent, providing tailored solutions that are right for you and in your best interest.
While you familiarise yourself with Attivo, we invite you to sign up for free to Attivo Life Magazine. This is a place where we celebrate the things that really matter: https://attivo.co.uk/attivo-life/life-magazine/
We would also encourage you to follow ://www.facebook.com/AttivoGroupUK/ on Facebook to keep up to date with the latest company news and market insights.
17/03/2023
Matt share's some initial thoughts on the pension changes announced in the 2023 budget, below:
https://www.bdbfinancial.com/news/budget-2023-pension-changes-142
02/03/2023
This summer, Andy Brook-Dobson is embarking on what is arguably his most ambitious challenge to date, The Tour 21, in order to raise funds for Cure Leukaemia.
Find out more about it and watch Andrew speaking about his endeavour by clicking below.
https://www.bdbfinancial.com/news/challenge-andrew-141
20/02/2023
New records broken for fund outflows in 2022. In Matt's latest article, he reminds us why the buy high and sell low patterns repeat and why they can be so destructive.
https://www.bdbfinancial.com/news/in-the-random-world-of-investing-some-things-remain-constant-140
05/01/2023
It's back to business here at bdb and we are gearing up to tax year end. Read more about it below:
https://www.bdbfinancial.com/news/happy-new-year-139
19/12/2022
As Christmas is almost upon us, please see below link for the bdb festive office hours. We would like to thank you for your continued support throughout the year and wish you and your loved ones a Merry Christmas and a Happy New Year. We look forward to seeing you in 2023.
https://www.bdbfinancial.com/news/festive-greetings-from-bdb-138
30/11/2022
A very atmospheric sky last week made the perfect setting for our exclusive pop up opera event with the wonderful . A fantastic evening enjoyed by all!