Attivo

14/07/2026

"You don't suddenly become strong. You learn it over time."

Faye O'Hara was 15 years old when a road traffic accident left her paralysed from the chest down. Horses had been her defining passion since childhood, and for years, they became too hard to look at.

Faye began a long journey of self-determination and recovery. Nearly two decades on, she's competing again, working towards a place on the British driving squad.

Faye's financial planning is overseen by an Attivo Chartered Lifestyle Financial Planner, who works alongside her solicitor to provide financial planning support around the trust, helping Faye balance her needs today with her plans for the years ahead.

Find out more about Attivo's Lifestyle Financial Planning: https://eu1.hubs.ly/H0wXvQn0

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

10/07/2026

Earlier this week, we supported the Relaxed Concert for Schools, part of Cheltenham Music Festival's Music for Schools programme, held at Cheltenham Town Hall.

As the Festival's SEND Partner, we're proud to help create opportunities for children and young people with disabilities and additional needs to experience live music in a truly inclusive environment.

The Inspire Orchestra delivered a brilliant performance, warmly hosted by the Festival team, with every detail designed around the children's comfort, from steady lighting and quiet spaces to accessible communication support and the freedom to move around as needed.

Andrew Williams, Financial Planner at Attivo, kindly volunteered to help out at the event, and shared his thoughts on the day. "Cheltenham Festivals do such important work making live music accessible to everyone. It was brilliant to see so many children enjoying music in a space designed just for them. It's efforts like these that really matter."

09/07/2026

Changes to Inheritance Tax are expected from April 2027, including how unused pension funds and death benefits are treated for IHT purposes.

For some families, this could change how much of an estate can be passed on to loved ones, making it important to review estate plans, pension nominations and wider wealth transfer arrangements.

In our latest article, we look at what could change, what may stay the same and why now could be a good time to review your plans.

Read it here: https://eu1.hubs.ly/H0wQ7970



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

03/07/2026

"Off-the-shelf AI is for ego, custom AI is for compliance."

Our CEO, Jo French, discussed the AI system we've built from the ground up with RecordSure in an interview with Madeleine Anderson for Citywire this week.

RecordSure is already giving our financial planners clearer, better organised records from every client meeting. Our next goal is to develop a large contextual model (LCM) capable of grading meetings, planning next steps and organising more data on the same day, freeing up time that compliance review times.

Read the full article on the positive impact AI is having at Attivo: https://eu1.hubs.ly/H0wHXFV0

The Cheltenham-based wealth management firm has partnered with RecordSure to build a bespoke AI system from scratch.

01/07/2026

Looking to invest in your children’s or grandchildren’s future?

Starting early is a powerful means of potentially creating a significant financial impact for the next generation of your family.

Read our latest article to find out more about compounding, pension contributions, and the results these could have.

Read it here: https://eu1.hubs.ly/H0wD55G0



This article is for information only.

30/06/2026

A 2022 survey by the Women’s Budget Group found that, on average, men hold £155,000 in private pension wealth, whilst women have £88,000.

The UK has one of the largest gender pension gaps in the Organisation for Economic Co-operation and Development (OECD), which has 38 member countries.

And among those with no private pension provision at all, 58% are women.

Nadine Perry, Associate Director at Attivo, has given her insights into Women and Pensions in two articles.

Start by reading about why the gender pension gap exists in Part 1: The gender pension gap: https://eu1.hubs.ly/H0wBJgL0

Source: ONS Wealth and Asset Survey 2020–2022, analysed by the Women's Budget Group

This article is for information purposes only and does not constitute a personal recommendation. The value of investments can fall as well as rise, and tax treatment depends on individual circumstances and may change in future.

26/06/2026

At Attivo, we bring a truly personal touch to financial planning.

Over the last 20 years, our team of chartered, independent Lifestyle Financial Planners have worked closely with thousands of clients to:

• Build a Life Plan as unique as they are through tailored services and solutions.
• Adapt that plan as their circumstances change, helping them stay on track.
• Enjoy the freedom and confidence to focus on what matters most to them.

Discover how we can bring the personal touch to your financial planning in a free, no-obligation consultation: https://eu1.hubs.ly/H0wj91h0

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.

25/06/2026

Many people have their finances spread across different places.

Pensions, investments and savings built up over time, often without a clear view of how it all fits together.

Bringing everything into one place can help you understand your position more clearly, and make more informed decisions about what to do next.

At Attivo, we help you connect the full picture.

‘We’ve been financial planning for many years, so I was very comfortable making lifestyle decisions. Attivo has been extremely helpful with overall financial planning… pensions, ISAs, inheritance tax planning, life insurance; I rely on them for all my investments.’

Read the full story here: Client Profile: https://eu1.hubs.ly/H0whXtj0

23/06/2026

Retirement planning should start with the life you want, not just the numbers.

If you know what you are working towards, you can build a plan around it.

The earlier you define your direction, the easier it is to get there.

🔗 Book a free, no-obligation consultation today: https://eu1.hubs.ly/H0whjrw0

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.

19/06/2026

Think you have to buy an annuity at retirement?

Many assume they have to, but there are a lot of flexible options which you may want to consider.

There is no single “right” answer, as Ben Sheward says, only what works for your situation.

🔗 Book a free, no-obligation consultation today: https://eu1.hubs.ly/H0whhB-0

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.