Attivo

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

“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.

What if your next chapter looked nothing like your current one? That’s exactly what Attivo client James Carne did. With ...
29/05/2026

What if your next chapter looked nothing like your current one?

That’s exactly what Attivo client James Carne did. With careful planning, he left London behind and built a new life in South Africa.

His story is a powerful reminder that later life financial planning is not just about money – it is about giving you the freedom to live life on your terms.

Read James’s story and see what could be possible when your plans are built around what matters most: https://eu1.hubs.ly/H0vLQYk0

The economic, political, regulatory and financial landscape is continually changing - which means it’s important to revi...
27/05/2026

The economic, political, regulatory and financial landscape is continually changing - which means it’s important to review your investments regularly.

At Attivo, our focus is on recommending investment portfolios that help you achieve what matters most to you, taking into account:

• Where you are today,
• Where you want to be in the future, and
• Your risk appetite

If you'd like to discuss your current situation in more detail and see how we can help, book your free, no-obligation consultation with us today: https://eu1.hubs.ly/H0vGLDq0

Important information: 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. Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority.

Making Tax Digital for Income Tax kicked off on 6 April 2026, changing how many landlords and sole traders keep records ...
22/05/2026

Making Tax Digital for Income Tax kicked off on 6 April 2026, changing how many landlords and sole traders keep records and report to HMRC.

In our latest blog, we break down:

🔵 What MTD is and why it has been introduced.
🔵 What will change in practice.
🔵 Who is in scope from April 2026 and who may follow later.
🔵 A practical checklist you can use to start preparing.

🔗 Read the full guide here: https://eu1.hubs.ly/H0vz11s0



This is general information only. It is not tax advice or a personal recommendation. Tax planning is not regulated by the Financial Conduct Authority.

Sandy and Bryan have structured their financial planning around one clear priority: bringing their family together. With...
19/05/2026

Sandy and Bryan have structured their financial planning around one clear priority: bringing their family together.

With five sons and ten grandchildren, they vowed to take each family on safari, creating beautiful memories and time together. “They’ve caught the bug. That thrill is unforgettable. It’s part of our DNA.”

Their connection to Zambia remains an important part of their lives. They continue to support Play for All, a township project providing meals, care and safe play for children, while helping their grandchildren understand the world beyond their own.

With support from their Chartered Financial Planner, Sebastian Field, their planning is built around what matters most to them.

Read more about Bryan and Sandy’s lifestyle in Life magazine ➡️ https://eu1.hubs.ly/H0vswQj0

The new tax year resets more than just allowances. It resets your options. A few small choices early on can quietly sha...
15/05/2026

The new tax year resets more than just allowances. It resets your options.

A few small choices early on can quietly shape how much tax you pay, how much flexibility you keep, and how much stress you avoid later in the year.

In our latest article, we share a simple “tax year reset” framework across income, capital and legacy, plus the key thresholds to keep an eye on.

Read the article here ➡️ https://eu1.hubs.ly/H0vl6Zt0

If you would like a second pair of eyes on your plan, you can book a free, no-obligation consultation with Attivo.

Meaningful support should not begin and end with one week in May. Our latest article explores why a more joined-up, yea...
15/05/2026

Meaningful support should not begin and end with one week in May.

Our latest article explores why a more joined-up, year-round approach to employee mental health matters, and where employee benefits can play a valuable role in helping businesses support their people more effectively.

Read the article here ➡️ https://eu1.hubs.ly/H0vl5wB0

14/05/2026

Lifestyle financial planning is built on trust, clarity, and understanding what matters most to you.

Our clients, Bryan and Sandy Coates, share their experience working with Sebastian Field, Attivo Chartered Financial Planner, and how personalised financial planning has helped them feel more confident about their future.

“Sebastian is attentive, personable, very friendly, and switched on to us,” says Bryan. Sandy continues, “He doesn’t make assumptions. It’s intelligent conversation that we can understand as not being financial planners.”

At Attivo, our planners take the time to understand your goals, your priorities, and the life you want to build.

Book a discovery meeting with one of our planners:
https://eu1.hubs.ly/H0vkyXt0

Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority. Fees may apply if you choose to proceed with advice and implementation. These will be explained clearly before you make any decision.

Managing complex finances doesn’t have to mean doing it all yourself.As Attivo client Jonny Stone shared in our newest e...
13/05/2026

Managing complex finances doesn’t have to mean doing it all yourself.

As Attivo client Jonny Stone shared in our newest edition of Life Magazine:

“Even though I’m a finance guy, I don’t want to spend my life poring over the business pages. I needed someone to give me suggestions to discuss – that’s what Attivo does for me.”

With multiple moving parts across investments, ventures and lifestyle, Tony Clark, Associate Director at Attivo, provides the clarity and structure that lets Jonny focus on what matters. From his role as Chair and principal cellist of the Liverpool Mozart Orchestra to his start-up business interests and beyond.

Book a no-obligation free consultation with one of our financial planners and discover what matters most: https://eu1.hubs.ly/H0vjjCg0

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.

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

Website

https://attivo.co.uk/attiv

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