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Attivo

Cheltenham, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Feb 2026

Overview

We’re Attivo, Chartered, independent Lifestyle Financial Planners. We’re here to simplify financial planning and help you protect and grow what matters most to you. We offer Chartered financial planning and advice to both corporate and private clients, with our highly qualified team completely focused on helping you achieve your life goals. Attivo is a privately-owned, independent company. We prefer it that way. It means we're free to do the right thing for our clients and our people. It means our advice is completely unbiased and your financial planner will only recommend what's best for you. We’re also one of only 800 UK firms to have been awarded Chartered status by our professional body, the Chartered Insurance Institute (CII), which means you can be confident that you’re getting the highest quality advice, support and service.

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Contact Details

info@thefinanceroome.co.uk

Cheltenham, United Kingdom (UK)

Founded

2005

Employees

100-150

Keywords

#Independent Chartered Financial Planning

#Occupational Pension Specialist

#Retirement planning

#Investments

#Tax planning

#Corporate Services

#Estate planning

#Cash Flow Modelling

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