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Attivo acquires Surrey-based IFA

S Harper Attivo 700

Attivo has acquired Surrey-based IFA C R Toogood Financial Planning for an undisclosed sum.

CR Toogood Financial Planning has 180 active clients and is Attivo’s seventh acquisition since the start of the year.

Attivo chief executive Stephen Harper says: “The acquisition is a reflection of our distinct proposition which consistently attracts quality businesses and clients to Attivo.

“As a chartered financial planning business with our own discretionary fund manager, we are perfectly placed to offer expert financial planning and wealth management services, built around individual client needs.

“This is of huge importance to many IFA businesses seeking a ‘good home’ for their clients as they prepare their own exit strategy.”

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