NP
Nadine Perry
Associate Director And Chartered Financial Planner at Attivo
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Work Experience
Associate Director And Chartered Financial Planner
Apr 2024 - Present · 8 months
Sep 2014 - Present · 10 years and 3 months
Financial Planner- Director
Mar 2021 - Present · 3 years and 9 months
Financial Planner - Director
Sep 2014 - Apr 2024 · 9 years and 7 months
Company Details
51-200 Employees
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.
Year Founded
2005
Social Media
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Industry
Financial Services
HQ Location
Honeybourne Place Jessop Avenue Cheltenham, Gloucestershire GL50 3SH, GB
Keywords
Independent Chartered Financial PlanningOccupational Pension SpecialistRetirement planningInvestmentsTax planningCorporate ServicesEstate planningand Cash Flow Modelling
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