Sam Smith

Client Experience Director at Attivo Group

Sam Smith's Professional Contact Details

Email (Verified)
****
HQ
+44 1242 585432
Location
London, England, United Kingdom
Company
Attivo Group
Person Seniority
director

Sam Smith's Current Company Details

Attivo Group is a refreshingly different type of financial services company. We believe that our business model, specialist skills set and intellectual expertise sets us apart from the rest of the ind...
Attivo Group is a refreshingly different type of financial services company. We believe that our business model, specialist skills set and intellectual expertise sets us apart from the rest of the industry. Giving clients financial confidence is at the heart of what we do. Founded in 1998 by Stephen Harper, Chief Executive, the Group's focus is on ensuring our clients receive the best independent financial advice. Regulated by the FCA, and part of the Group, Attivo Financial Planning is an independent, Chartered firm of highly qualified professional financial planners providing whole of market advice to private clients and businesses. We work in partnership with our clients, building long term relationships and most importantly, giving clients confidence and control of their finances. Whatever your life stage, financial objectives or goals, we will get to know you and work with you to help you achieve them. Our 80 plus staff are based at our Head Office in Cheltenham, and our central London office, so we are well placed to look after clients in the South, South West and South East.
Founded Year
1998
Organization Website
attivofinancialplanning.co.uk
Organization Languages
English
Organization Revenue
35000
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Job Functions

Finance
Operations
Business Development
Support
Media And Commmunication
Accounting
employee benefits
investment advice & management
investments
corporate services
retirement planning
ssas
estate planning
chartered financial planning
chartered financial planner
specialist pension advice
tax planning
wealth management
discretionary fund management
sipp
corporate pension schemes
finance
b2b
law practice
legal services
investment management

Sam Smith's Work History and Education

Attivo Group
Client Experience Director
2017 - Present

Colleagues at Attivo Group

Communications Officer
Senior Administrator
Agency and Novations Coordinator
Financial Planner
Managing Director & IFA

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