June 2023 by 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.
May 2023 by TJ Harding
Terrible company. Charging 1%+ on a portfolio per year. Better off paying someone £500 an hour in stead of a yearly fee.
November 2022 by Edward Stallard
Very happy
November 2021 by 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.
November 2021 by 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
November 2021 by 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.
November 2021 by 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.
November 2020 by 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.
November 2019 by Adrian Mann
Very professional Financial planning company.Gave sound advice to get the best out of my pensions andkept me fully informed of the state my pensions and investments.Cannot fault.
November 2019 by 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.
November 2019 by Kathy Burrows
I have found Attivo to be a very professional company. They are well organised and understand how to put the customer first.
November 2019 by J B
Deal with you to try and get your business initially,then can not be bothere to follow up.with reports in timescales.Can not recommend.Go elsewhere.
November 2019 by Dinah Haynes
Our experience with Ativo Financial planning company has been first class.We have been guided from our limited knowledge and understanding of best investment and tax efficiency plans to a well structured, well managed portfolio. We are kept fully informed and have regular one to one forward planning meetings.We have and will continue to recommend Attivo Financial Planning to our family and friends.
November 2019 by John Halcrow
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.
November 2019 by Neil Harrison
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.
