Attivo, the Cheltenham-based advice firm, has revealed that it hopes to expand nationally through acquisition. This follows the completion of Attivo’s three acquisitions so far this year.
Financial planning director, Stuart Harding, commented on Attivo’s acquisition strategy:
“We would like to become national but only if the right opportunity presents itself. We want to buy the right firms. Being the largest doesn’t necessarily mean you are the best.
“We will be sticking to our belief in independence and being chartered. We want to work with the firms that are the most client-centric.
“It could take us one acquisition to become national or it could be 20. You have to make sure the client isn’t treated as a commodity.”
Part of Attivo’s growth strategy is also based around the firm’s apprenticeship scheme, which was introduced this year.
Mr Harding said: “We are already looking for the next cohort. We are looking to grow as a business but we want to do it in the right way. Trying to recruit the number of advisers we need would be hard enough, but then there’s the calibre we’re looking for.
“I believe the apprenticeship scheme will really help us grow.”
Gunner & Co.’s senior broker Joshua Lee spent 6 years building the acquisition proposition at Attivo – to understand more about their offering contact Joshua.lee@gunnerandco.com.