Attivo
Attivo is a financial services company based in Cheltenham, England. They specialize in providing financial planning, mortgage lending, and consulting services to their clients. With a team of experienced professionals, Attivo is dedicated to helping individuals and businesses achieve their financial goals. They offer a range of financial services to meet the unique needs of their clients.
Introduction to Attivo
Attivo is a financial services company located in Cheltenham, England. Established in 2010, the company aims to provide its clients with tailored financial planning and consulting services. Attivo's team of experts has years of experience in the field, and they work closely with clients to ensure they achieve their financial goals. What sets Attivo apart is their commitment to personalized service, ensuring that each client receives customized advice and solutions that are specific to their needs.Services & Products
Attivo offers a range of financial services, including financial planning, mortgage lending, and investment management. Their financial planners work with clients to create a comprehensive financial plan that takes into account their current financial situation, goals, and objectives. Their mortgage lenders help clients find the best mortgage for their needs, and their investment management team provides guidance and support to clients looking to invest their money.Location
Attivo is located in the heart of Cheltenham, a vibrant town with a bustling business community. The area is home to a mix of big corporations and small businesses, making it an ideal location for a financial services company like Attivo. The town is also known for its cultural events and festivals, and visitors can expect to find a range of restaurants, cafes, and shops in the area. For those arriving by public transportation, the three closest options are Cheltenham Spa Railway Station (1.8 miles away), Cheltenham Bus Station (1.2 miles away), and Cheltenham Racecourse Station (2.5 miles away).Benefits
Attivo's commitment to personalized service is a key benefit for clients. Unlike larger financial services firms, Attivo takes the time to get to know each client and create a customized plan that meets their specific needs. The company also has a team of experts with years of experience in the field, making them a reliable choice for financial planning and consulting services.Good to know
One thing to be aware of when working with Attivo is that their services can be more expensive than some other financial services firms. However, clients can be confident that they are receiving high-quality, personalized service in exchange for the additional cost.Reviews
Customers rave about Attivo's personalized service and attention to detail. Many clients report feeling confident in their financial future after working with the company, and appreciate the team's expert guidance and support. Some customers note that the cost of services can be higher than other financial services firms, but overall, Attivo receives high marks for their professionalism and expertise.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial services do you offer?
At Attivo, we offer a range of financial services including financial planning, mortgage lending, and consultancy services.What are the terms and conditions of the mortgage?
Our mortgage terms and conditions vary depending on the individual's financial situation and requirements. We will work with you to find the best mortgage solution that fits your needs and budget.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry and are highly trained and qualified professionals. They have a proven track record of delivering exceptional results and providing the best financial advice to our clients.How do you charge for your services?
Our fees for financial services depend on the nature and complexity of the services provided. We are transparent about our fees and will discuss them with you before any work is carried out.What types of financial planning services do you offer?
We offer a range of financial planning services such as retirement planning, investment advice, tax planning, and estate planning. Our team of financial planners will work with you to create a customized financial plan that meets your unique needs and goals.Reviews
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Helen Martin
I have just switched to Attivo from St James Place and I'm delighted with the experience so far. The service has been tailored to my needs and, even better, it is saving me money. Looking forward to a long and productive relationship.
27-05-2023
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TJ Harding
Terrible company. Charging 1%+ on a portfolio per year. Better off paying someone £500 an hour in stead of a yearly fee.
17-05-2023
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Edward Stallard
Very happy
17-08-2022
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Sandra H
I am happy with the service I have had over the years from Attivo. I have had good advice from my Financial Advisor who has been so helpful and given me guidance in Financial Planning.
17-06-2021
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Peter Mitchell
Very professional, knowledgeable outfit that responds very quickly and clearly to questions. Appears to have excellent calibre individuals who provide good reliable advice on wide ranging issues and subjects. I have been very happy with the service provided to date.
17-06-2021
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Mark Garrett
Very happy with the service I've received since dealing with Attivo (2 years). I get regular updates from my advisor and feel like I can always ask for a meeting. Taking Attivo's advice to switch to a more managed deal for my pension has seen it perform better than it otherwise would have done over the past 2 years.
17-06-2021
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Andrew Deacon
We have always been very pleased with the help and support we have received from Attivo. We have been with them for some time and have worked with more than one member of the team over the years. An excellent service with impartial advice and no hard sell. Well done> Mr & Mrs Deacon
17-06-2021
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David Rowley
We have been with Attivo Financial Planning for three years and have been extremely pleased with the service, advice, guidance and knowledge offered by our excellent financial adviser. We would have no hesitation in recommending them and have every faith and confidence in the advice we have been given.
17-06-2021
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A Google User
17-06-2020
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Liz Wilkinson
Attivo have given us lots of very knowledgeable and helpful advice in a very friendly and efficient manner; we have been very pleased with the service they have provided to us over the years.
17-06-2020
