Attivo

Attivo We’re Attivo. Lifestyle Financial planners, here to make your financial
future simpler

Drawdown, annuities, tax-free cash, consolidation. All phrases you’ll likely have come across if you’re planning for re...
16/06/2026

Drawdown, annuities, tax-free cash, consolidation.

All phrases you’ll likely have come across if you’re planning for retirement – some easier to understand than others.

At Attivo, we believe you should be supported to understand this terminology – and your options – so that you can be fully confident when making decisions about your retirement.

Our pensions and retirement jargon buster aims to do exactly that by breaking breaks down some of the most common pensions and retirement terms in a clear, straightforward way.

Read it here: https://eu1.hubs.ly/H0w89j50

From April 2027, changes to Inheritance Tax could affect more estates than many people realise.For some families, it may...
15/06/2026

From April 2027, changes to Inheritance Tax could affect more estates than many people realise.

For some families, it may mean taking a fresh look at how different parts of their wealth are treated and whether existing plans still reflect what they want to happen in the future.

In our latest article, we explore what is changing, why it matters, and a few practical areas worth reviewing sooner rather than later.

Read it here: https://eu1.hubs.ly/H0w88v30

There is an estimated £31.1 billion sitting in lost pension pots across the UK.Our latest article explains why pensions ...
13/06/2026

There is an estimated £31.1 billion sitting in lost pension pots across the UK.

Our latest article explains why pensions go missing, how the Pension Tracing Service works and the practical steps you can take to try and find yours.

Read the full article here: https://eu1.hubs.ly/H0w6wTQ0



For general information only. Pension values can fall as well as rise, and tax treatment depends on individual circumstances.

SpaceX has launched on to the NasdaqThe record-breaking IPO has captured global attention, with investors naturally aski...
12/06/2026

SpaceX has launched on to the Nasdaq

The record-breaking IPO has captured global attention, with investors naturally asking what it could mean for them.

But while headline-grabbing listings can be exciting, they also raise an important question: does the opportunity fit within your wider financial plan?

In our latest article, we look at:
• What an IPO actually is
• Why the SpaceX listing has attracted so much attention
• Why valuation and diversification still matter
• How investment decisions should align with long-term lifestyle financial planning

At Attivo, our view is simple: investment decisions should be purposeful, disciplined and connected to the life you want to live — not driven by market noise.

Read the full article here: https://eu1.hubs.ly/H0w6y3M0

And if recent headlines have made you question whether your plan is still on track, book a consultation with us.

Please remember that the value of investments can go down as well as up, and you may get back less than you invest.

Financial planning can often feel complex. Different accounts, changing rules, and decisions that carry long-term impact...
11/06/2026

Financial planning can often feel complex.

Different accounts, changing rules, and decisions that carry long-term impact can make it difficult to know what to prioritise.

A clear plan brings structure to that complexity, helping you understand where you are today, and where you want to be in the future.

At Attivo, we focus on turning complexity into clarity, so you can make informed decisions with confidence.

We offer a free initial consultation to discuss your goals and next steps. If you decide to go ahead with advice, charges may apply – these will be explained before you commit.

Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

10/06/2026

Not sure if you can afford to retire?

“Cashflow modelling helps turn uncertainty into something you can actually see and plan around,” says Ben Sheward, Chartered Financial Planner at Attivo.

Your financial planner will help you to understand:
• your financial position and see the full picture
• the stability and sustainability of your future
• how money will move in and out over time.

You do not need all the answers to begin, just a clear view of where you stand.

🔗 Book a free, no-obligation consultation today: https://attivo.co.uk/arrange-retirement-consultation/?utm_campaign=410346690-Campaign%3A%20Retirement&utm_content=PreRet_4_CashFlow&utm_medium=social&utm_source=facebook

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.

Try our Pension Calculator and see whether you’re on track for the retirement you want. Visit our website today 📲 https:...
09/06/2026

Try our Pension Calculator and see whether you’re on track for the retirement you want.

Visit our website today 📲 https://eu1.hubs.ly/H0w0kVB0

Important information: Your calculated results do not take account of inflation, tax, or changes to legislation. Whether you have a shortfall or a surplus, this is just an example, and a financial planner can help you both save and grow your investments tax efficiently and ensure there is an appropriate plan to draw on your investments at retirement. Growth has been set at 5% for illustrative purposes only and this is not guaranteed.

What if one of the biggest ESG opportunities is already sitting inside your employee offering?From workplace pensions to...
05/06/2026

What if one of the biggest ESG opportunities is already sitting inside your employee offering?

From workplace pensions to wider benefits, the social side of ESG can shape how supported, valued and secure employees feel.

Our latest article explores why that matters more than ever. Read it here ➡️ https://eu1.hubs.ly/H0vYk-P0

“Horses were the life I thought I’d lost.” After a life-changing accident, Attivo client Faye O’Hara stepped away from t...
03/06/2026

“Horses were the life I thought I’d lost.”

After a life-changing accident, Attivo client Faye O’Hara stepped away from the world that had defined her.

Over time however, she rebuilt her independence and found a way back and is now working towards a place in the British para-driving squad for the Para National Championships this September.

With Luke Bennett, Chartered Lifestyle Financial Planner at Attivo supporting behind the scenes, Faye has been able to focus on what matters most. As she shared with Life Magazine:

“Living with a disability is expensive in ways people don’t always realise," says Faye, "having someone who understands that and helps you plan properly makes a huge difference.”

Book a no-obligation consultation with one of our Financial Planners to discuss how we can support you and your goals ➡️ https://eu1.hubs.ly/H0vT-f40

Important information: Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority. Any decision to invest should be made in the context of your individual circumstances and financial objectives. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision.

02/06/2026

Can I afford to retire?

It is one of the most common questions, and one with no simple answer. Ben Sheward, Chartered Financial Planner at Attivo, puts it simply: “Retirement isn’t about a number, it’s about whether your money can support the life you want.”

📲 Understanding your position is the first step. Try our pension calculator today to see where you stand: https://eu1.hubs.ly/H0vQSZb0



Your calculated results do not take account of inflation, tax, or changes to legislation. Whether you have a shortfall or a surplus, this is just an example, and a financial planner can help you both save and grow your investments tax efficiently and ensure there is an appropriate plan to draw on your investments at retirement. Growth has been set at 5% for illustrative purposes only and this is not guaranteed. Attivo Financial Limited is authorised and regulated by the Financial Conduct Authority.

Address

Attivo, Honeybourne Place, Jessop Avenue
Cheltenham
GL503SH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441242585444

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