Attivo
Attivo is a privately owned financial planning company that offers advice to private clients and businesses. They provide a range of financial services, including investment, retirement, tax, and estate planning.
- Mortgages
- Tax Planning
- Group Pensions
- Estate Planning
- Employee Benefits
- Financial Planning
- Business Insurance
- Cash Flow Modelling
- Retirement Planning
- Investment Planning
Locations
Competitors
Balance: Wealth Planning is an award-winning independent financial planning firm that offers holistic financial advice tailored to individual needs.
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
Attivo is operated by Attivo Group Limited and is a Active company incorporated on 26 August 2005 with the registered office located in Cheltenham, Gloucestershire. Attivo Group Limited was registered 20 years ago.
Status
Active
Size
Medium
Directors
5
Age
20 years old
Employees
211
Turnover
£24.06M
Total Assets
£42.04M
Cash in Bank
£1.16M
Total Liabilities
-£8.71M
Teams
164
128
97
22
12
8
4
Chairman Of The Board • Joined Mar 2021
Personal Assistant To Chief Executive Officer • Joined Jan 2020
Personal Assistant To Chairman • Joined Sep 2023
Personal Assistant To CEO • Joined Mar 2015
Chief Technology Officer • Joined Apr 2024
Chief Financial Officer • Joined Sep 2023
Chief Financial Officer • Joined Sep 2023
People Partner • Joined Apr 2024
Finance Business Partner • Joined Nov 2023
Marketing Executive • Joined Nov 2024
Chairman Of The Board • Joined Mar 2021
Personal Assistant To Chief Executive Officer • Joined Jan 2020
Chief Technology Officer • Joined Apr 2024
Chief Financial Officer • Joined Sep 2023
Chief Financial Officer • Joined Sep 2023
People Partner • Joined Apr 2024
Finance Business Partner • Joined Nov 2023
Marketing Executive • Joined Nov 2024
Associate Director • Joined Apr 2023
Associate Director • Joined Mar 2024
Chief Financial Officer • Joined Sep 2023
Chief Financial Officer • Joined Sep 2023
Finance Business Partner • Joined Nov 2023
Finance Manager • Joined Jan 2024
Paraplanning Manager • Joined Aug 2021
Head Of Acquisitions • Joined Feb 2023
Financial Planning Manager • Joined Oct 2021
Financial Planning Manager • Joined Sep 2024
Financial Planning Manager • Joined Jun 2024
Head Of Regulatory Risk • Joined Apr 2024
Personal Assistant To Chief Executive Officer • Joined Jan 2020
Personal Assistant To Chairman • Joined Sep 2023
Personal Assistant To CEO • Joined Mar 2015
Head Of Corporate • Joined Oct 2021
Coordinator To Associate Director • Joined Mar 2024
Executive Assistant To The Chair • Joined Oct 2023
Recruitment Coordinator • Joined Jul 2024
Ad Coordinator • Joined Feb 2023
Operations Administrator • Joined Dec 2014
People Administrator • Joined Nov 2024
Chief Technology Officer • Joined Apr 2024
Business Intelligence Manager • Joined Mar 2023
IT Operations Manager • Joined Feb 2023
Information Systems Manager • Joined Apr 2022
Digital Marketing Manager • Joined Mar 2025
BI Analyst • Joined Oct 2024
System Analyst
Digital Marketing Officer • Joined Aug 2023
Senior System Analyst • Joined Nov 2024
Solution Architect
Marketing Executive • Joined Nov 2024
Head Of Integrations • Joined Feb 2024
Head Of Marketing • Joined Jan 2024
Digital Marketing Manager • Joined Mar 2025
Graphic Designer • Joined Apr 2019
Communications Officer • Joined Oct 2011
Digital Marketing Officer • Joined Aug 2023
Editor • Joined Mar 2022
Relationship Manager • Joined Aug 2022
Internal Recruitment Manager • Joined Jul 2018
Acquisitions Novation Manager • Joined Jun 2024
Training And Development Manager • Joined Jan 2025
View 164 members