Attivo is a fully independent Chartered Financial Planning business, with a proven track record for growing organically and delivering value from acquisitions. Over the last 3 years, the business has significantly invested in scalable technology, operations & compliance functions, and developed an academy to provide home grown financial planners.
Attivo, headquartered in Cheltenham, provides advice on investments, retirement planning, tax planning and estate planning to individuals. Significant recent investment has enabled Attivo to take advantage of the consolidation opportunity in the broader independent financial advice market, as increasing regulation and IT burdens push single operator financial advisors into larger platforms and / or retirement. Attivo has a clear strategy to fully integrate its acquisitions into the business to ensure optimum outcomes for clients.
All Seas Capital is working with Stephen and his team to accelerate the integration of smaller financial advisory firms, prepare the business for the next stage of its development, and in the execution of key supplemental organic growth initiatives.
“We have taken time over the last few years to prepare our business for the growth that funding facilitates, and looked at a number of investors. We are delighted to have to have agreed a deal with All Seas Capital who have been brilliant throughout the whole process, and I am confident that we will have a very profitable long term relationship.”
Stephen Harper, CEO, Attivo Group