Attivo and WI Partnership

We’ve partnered with Attivo as our exclusive financial partners to celebrate women’s financial influence, ambition and opportunity – and the power of making confident choices about the future.

A natural partnership

Attivo helps people use their wealth with purpose. As an independent, chartered financial planning firm, their advice is shaped around people’s lives, ambitions and priorities and helping them make confident decisions about the future they want to create.

This partnership represents an incredible opportunity: to empower women to shape their plans, fund their ambitions, support their families and make decisions on their own terms.

With thanks to Attivo, we'll provide WI members with clear and independent guidance on a range of financial topics that matter to them and their families. We'll be sharing a range of guides, articles and expert-led webinars that give women confidence in making financial choices.

A powerful moment for women and wealth

Women are set to play an even greater role in the transfer, ownership and direction of wealth over the coming years. That shift represents a powerful opportunity for women: to shape plans, fund ambitions, support families and make decisions on their own terms.

This isn’t just a financial moment. It’s a moment of influence, independence and possibility – and one that deserves clear information, trusted expertise and conversations that feel relevant to real life.

Want to learn more?

Explore Attivo’s financial wellbeing resources or speak to Attivo about making confident choices for your future via a free, no-obligation consultation.

What to expect from an Attivo consultation

A no-obligation consultation with the Attivo team is a great place to start if you want clarity on your finances, with appointments available by phone, video call or in person.

At a day and time to suit you, they’ll talk through your current position, your goals, and the steps that could help you move forward with confidence.

During your consultation, Attivo can focus on practical financial planning topics such as:

• An overview of your financial needs and goals.
  
• Whether you are retirement ready.
  
• Understanding whether your estate could be affected by Inheritance Tax.
  

Request a speaker

As part of our partnership, you can request a Chartered Financial Planner to speak at your WI meeting .

During your free session, you’ll have the chance to explore topics such as:

• Inheritance Tax (IHT) and estate planning.
  
• Retirement, pension and later life planning.
  
• Investment planning.
  
• Tax planning.
  
• Mortgages.
  

 … and more.

It’s a great opportunity to ask questions, hear expert insights and start thinking about the financial planning options that could be relevant to you now and in the future.