Attivo

Attivo We’re Attivo. Lifestyle Financial planners, here to make your financial
future simpler

02/09/2026

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.

What do you want your wealth to achieve beyond your own lifetime?For many people, charitable giving becomes a meaningful...
01/09/2026

What do you want your wealth to achieve beyond your own lifetime?

For many people, charitable giving becomes a meaningful part of financial and legacy planning — helping them support family, future generations and the causes closest to them.

In our latest article, we explore how thoughtful financial planning can help you align your wealth with your values and create a lasting impact.
Read more here: https://eu1.hubs.ly/H0x-x7L0

Later life brings with it a host of financial and lifestyle decisions – from estate planning to care needs and beyond.Bu...
28/08/2026

Later life brings with it a host of financial and lifestyle decisions – from estate planning to care needs and beyond.

But what happens if you're suddenly unable to make those decisions for yourself?

This is where a Lasting Power of Attorney comes in.

We've partnered with Cleveland, founder of Podplan, to bring you this informative article on:

• What an LPA is.
• The two different types of LPA.
• What happens if you don't arrange one in time.
• Other common questions around LPAs.

Read it here: https://eu1.hubs.ly/H0xWVyW0



Important information: This content is for general information only and does not constitute financial advice, personal advice or a recommendation. It does not take account of your individual circumstances. Tax treatment depends on your circumstances and may change. Estate planning, Inheritance Tax planning, tax planning, Wills, Powers of Attorney and long-term care planning are not regulated by the Financial Conduct Authority. The value of investments can fall as well as rise, and you may get back less than you invest. Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority.

27/08/2026

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.

We are proud to be a Headline Sponsor for the Breaking Hundred Circle at the Empower, Elevate & Excel Conference this ye...
21/08/2026

We are proud to be a Headline Sponsor for the Breaking Hundred Circle at the Empower, Elevate & Excel Conference this year.

This partnership reflects our commitment to supporting women as they build confidence, develop their careers and create lasting impact in their organisations, businesses and communities.

We're delighted to support an event that brings together inspiring voices, meaningful conversations and opportunities for growth, connection and collaboration.

Laura Burridge, Jo French, Nadine Perry and Chloe Armitage will be attending on behalf of Attivo. We look forward to being part of the day, celebrating the achievements of the incredible women in the room and meeting fellow attendees. If you're there, we'd love to say hello.

Most of us will start thinking about retiring at some point – but have you ever considered phased retirement?In short, t...
20/08/2026

Most of us will start thinking about retiring at some point – but have you ever considered phased retirement?

In short, this flexible option empowers you to retire gradually from your job instead of coming to a hard stop.

In our latest article, we've done a deep dive into phased retirement, exploring its benefits, drawbacks, and how you can effectively prepare for it.

We've also explained how a qualified Lifestyle Financial Planner can support you should you decide to take the phased retirement route.



This article is for general information only and does not constitute personal financial advice or a recommendation.

19/08/2026

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.

One of the biggest myths about travel is that it's "only for the young."Nothing could be further from the truth. For man...
18/08/2026

One of the biggest myths about travel is that it's "only for the young."

Nothing could be further from the truth. For many of our clients, early retirement is one of the best of life's chapters for a lifechanging adventure or two.



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. Tax planning is not regulated by the Financial Conduct Authority. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

Did you know that today is Financial Awareness Day?At a time where financial concepts, products and services can feel co...
14/08/2026

Did you know that today is Financial Awareness Day?

At a time where financial concepts, products and services can feel complex and overwhelming, this day plays a big role in promoting financial literacy, education and good habits – and, as a result, supporting your overall wellbeing.

At Attivo, we’re proud to house a wealth of resources and events that aim to boost financial knowledge and understanding, including:

🔵 Articles and guides on a range of financial planning topics.
🔵 Webinars and seminars on IHT, tax planning and retirement.
🔵 Calculators for pensions and IHT.

… and much more.

Head on over to our website to explore our resources today: https://eu1.hubs.ly/H0xFqP70.



The content shared in this post is for general information it is not personal financial advice, a recommendation, or a guarantee of outcomes. Investments and pensions can fall as well as rise. Tax treatment depends on your individual circumstances. 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.

After nearly three decades of building their optometry business, Alex and Sarah Gage began thinking about what came next...
13/08/2026

After nearly three decades of building their optometry business, Alex and Sarah Gage began thinking about what came next.

With support from their financial planner, they explored how to grow, protect and eventually step back from the business they had worked so hard to build.

Their story shows how thoughtful planning can help turn years of hard work into a clearer, more confident future.

Address

Attivo, Honeybourne Place, Jessop Avenue
Cheltenham
GL503SH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441242585444

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