Attivo - Cheltenham

Attivo, located at Honeybourne Place, Jessop Ave, Cheltenham GL50 3SH, United Kingdom, is a renowned financial planning and consulting firm. You can reach them at Phone: 1242585444 or visit their website at Website: attivo.co.uk.

This esteemed firm specializes in financial planning, financial consulting, and investment services. They are committed to providing expert advice and tailored solutions to help their clients achieve their financial goals. With a team of experienced professionals, Attivo is dedicated to delivering high-quality services and ensuring customer satisfaction.

Attivo's facilities are wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They also have regular restrooms available. It is recommended to make an appointment before visiting.

According to Google My Business, Attivo has received 16 reviews with an average rating of 4/5. This suggests that the company has a strong reputation for providing reliable and satisfactory services.

Reviews of Attivo

Helen Martin

5/5

I have just switched to Attivo from St James Place and I'm delighted with the experience so far. The service has been tailored to my needs and, even better, it is saving me money. Looking forward to a long and productive relationship.

Mark Garrett

5/5

Very happy with the service I've received since dealing with Attivo (2 years). I get regular updates from my advisor and feel like I can always ask for a meeting. Taking Attivo's advice to switch to a more managed deal for my pension has seen it perform better than it otherwise would have done over the past 2 years.

Dinah Haynes

5/5

Our experience with Ativo Financial planning company has been first class.
We have been guided from our limited knowledge and understanding of best investment and tax efficiency plans to a well structured, well managed portfolio. We are kept fully informed and have regular one to one forward planning meetings.
We have and will continue to recommend Attivo Financial Planning to our family and friends.

Andrew Deacon

4/5

We have always been very pleased with the help and support we have received from Attivo. We have been with them for some time and have worked with more than one member of the team over the years. An excellent service with impartial advice and no hard sell. Well done>
Mr & Mrs Deacon

David Rowley

5/5

We have been with Attivo Financial Planning for three years and have been extremely pleased with the service, advice, guidance and knowledge offered by our excellent financial adviser. We would have no hesitation in recommending them and have every faith and confidence in the advice we have been given.

John Halcrow

5/5

We have always been extremely happy with the advice and guidance offered by our financial adviser from Attivo Financial Planning. We ourselves have very limited knowledge and understanding of investment procedures, but have every confidence in the advice we have been given at our annual review and planning meetings.

Sandra H

4/5

I am happy with the service I have had over the years from Attivo. I have had good advice from my Financial Advisor who has been so helpful and given me guidance in Financial Planning.

Neil Harrison

5/5

From first contact to completion of my pension transfer, an efficient, professional, friendly service, I felt well informed and that I was receiving first class advice. Follow up visit after completion, confirmed my views. Would highly recommend.