About Attivo
Attivo is one of the UK’s largest independent, chartered Lifestyle Financial Planning firms, built on the belief that high‑quality financial advice can empower people to make confident decisions for their individual circumstances – now and in the future.
As a whole‑of‑market firm, Attivo’s independence means every recommendation is shaped around what is genuinely right for every one of their clients.
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What is Lifestyle Financial Planning?
According to Attivo, Lifestyle Financial Planning at Attivo is about starting with what matters most to someone – then building financial advice to help them achieve it.
Independent, joined‑up and designed to evolve as life changes, Lifestyle Financial Planning puts people and their priorities at the heart of every decision.
Get Attivo’s guide to Lifestyle Financial Planning
Meet Attivo’s Financial Planning specialists
With a nationwide team of Lifestyle Financial Planners, Attivo combines technical expertise with real‑world experience.
Their advisers support clients across tax planning, investments, mortgages and corporate employee benefits, delivering joined‑up advice that evolves as clients’ lives and priorities change.
Meet the team
A partnership rooted in community
Attivo is proud to be the Principal Partner of Worcestershire County Cricket Club, reflecting a shared commitment to community, ambition and long‑term impact.
Following support for the women’s team in 2024, Attivo now appears on the front of shirt for both the men’s and women’s Worcestershire Rapids teams for the 2025 season, alongside wider fan engagement, hospitality and brand integration across the club.
“This partnership is about more than putting our name on shirts, it’s about reaching further into the community and making a real difference.”
– Stephen Harper, Attivo Chairman and Founder
“From the moment I began working with Worcester County Cricket Club, I’ve been struck by the genuine sense of community and ambition that surrounds them. Meeting people who care deeply about what they do is truly inspiring, and it’s been a pleasure to contribute to a partnership that already feels meaningful and impactful.”
– Ben Sheward APFS, Attivo Chartered Financial Planner
Honouring Josh Baker
The partnership also carries personal significance through Attivo’s support in 2025 of the JB33 Foundation, created in memory of Josh Baker.
By donating their front‑of‑shirt position for Metro Bank One Day Cup matches and supporting a limited run of fundraising shirts, Attivo helped back the foundation’s work to provide defibrillators and safety resources to grassroots cricket.
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See how Attivo could support you
With an Attivo Lifestyle Financial Planner by your side, you can achieve:
- Confidence and clarity through joined‑up financial planning and cashflow modelling.
- Smarter use of your finances, with proactive tax planning to protect and grow wealth.
- Peace of mind for family and legacy, via thoughtful estate and inheritance planning.
- Confidence in retirement, supported by clear, ongoing pension planning.
- A plan built around what matters most – not just the numbers – through Lifestyle Financial Planning.
Attivo hold free, no-obligation consultations for those who are thinking of getting financial advice.
For more information, visit their website today.
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Attivo Financial Ltd (FRN 497130) is authorised and regulated by the Financial Conduct Authority (FCA) for the provision of regulated financial advice. Some services Attivo provides, such as inheritance tax and estate planning, are not regulated activities and are therefore not covered by the FCA regulatory framework. 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. Tax treatment depends on individual circumstances and may be subject to change in the future.