Chartered Financial Planners, Attivo Financial Planning (formerly Fountain Independent) has been giving trusted financial advice for over 15 years. Based in Cheltenham, we have offices in London, Manchester, Bristol and Nottingham. We are part of Attivo Group, an innovative financial services group of companies specialising in pensions, investment, property and tax planning advice for private and corporate clients.
The group comprises Attivo Financial Planning, Chartered Financial Planners and Attivo Investment Management, and has its own SIPP (MYSIPP), SSAS (MYSSAS) and commercial property company (Attivo Property). The group offers a full range of professional advice and investment management services.
We are also acknowledged pension transfer specialists, with Frances Roch, our Pensions Director, offering expertise in pension sharing on divorce.
As our client, We will help you to understand your finances and how best to structure and manage them to provide solid foundations for growth in a tax efficient way.
Areas Served: Offices in Cheltenham, London, Manchester, Bristol, Nottingham
Services Offered: Pension reviews & transfers, retirement planning, group pension schemes, property funds & commercial property investment, tax planning.