Attivo - Cheltenham

Okay, here’s a comprehensive overview of Attivo, designed to be a helpful resource for individuals seeking financial planning services, presented in a formal and approachable style:

Introduction to Attivo

Attivo is a respected financial planning firm located in Cheltenham, United Kingdom. They operate from a modern and accessible location at Honeybourne Place, Jessop Ave, Cheltenham GL50 3SH. The firm offers a comprehensive suite of financial services designed to help clients achieve their long-term goals. Attivo’s specialties include acting as a financial planner, providing expert financial consulting, and delivering bespoke investment services. The company is committed to building lasting relationships with its clients, founded on trust and personalized attention.

Location and Contact Information

Clients can easily reach Attivo via telephone at 1242585444. You can also find detailed information and schedule an appointment through their website: attivo.co.uk. The address is Honeybourne Place, Jessop Ave, Cheltenham GL50 3SH, United Kingdom. It’s worth noting that Attivo prioritizes accessibility for all clients, offering a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom.

Key Services and Features

Attivo distinguishes itself through its client-centric approach. They understand that everyone’s financial situation and objectives are unique. Therefore, they dedicate time to thoroughly assessing each client’s circumstances, including their current financial standing, risk tolerance, and future aspirations. The firm’s services are designed to be flexible and adaptable, providing tailored solutions for individuals and families. A key element of their service is a focus on proactive financial management, helping clients stay on track towards their goals. Appointment required to ensure dedicated time and personalized attention.

Client Feedback and Reputation

Attivo maintains an active presence on Google My Business, currently boasting 16 reviews. The average opinion is 4/5, reflecting a generally positive experience reported by clients. Feedback consistently highlights the quality of the advice, the responsiveness of the team, and the value clients perceive in the services provided. It appears a significant number of clients have transitioned from other firms, suggesting a high level of satisfaction with Attivo’s service. The firm's dedication to understanding individual needs seems to be a common thread in the positive feedback.

Additional Points of Interest

• Restroom Facilities
• Dedicated Client Support
• Focus on Long-Term Financial Wellbeing

Concluding Recommendation

For individuals seeking a reliable and knowledgeable financial partner, Attivo presents a compelling option. Their commitment to accessibility, combined with their personalized service and expertise in financial planning, investment, and consulting, makes them a strong contender. We strongly encourage anyone considering a change in their financial management to visit their website at attivo.co.uk to explore their services further and schedule an initial consultation. Let Attivo help you build a secure and prosperous financial future.

👍 Reviews of Attivo

Lynne H.

5/5

We are very happy with the service we received from Attivo.

Helen M.

5/5

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.

Mark G.

5/5

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.

Andrew D.

4/5

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

John H.

5/5

We have always been extremely happy with the advice and guidance offered by our financial adviser from Attivo Financial Planning. We ourselves have very limited knowledge and understanding of investment procedures, but have every confidence in the advice we have been given at our annual review and planning meetings.

David R.

5/5

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.

Sandra H.

4/5

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.

Neil H.

5/5

From first contact to completion of my pension transfer, an efficient, professional, friendly service, I felt well informed and that I was receiving first class advice. Follow up visit after completion, confirmed my views. Would highly recommend.