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Stephen Harper

Chairman of the Board

Attivo Group

Cheltenham, UK

Stephen Harper

Padraig Harrington

DP World Tour (formerly European Tour)

Stephen Harper’s Biography

Stephen Harper is a highly experienced financial services entrepreneur and business leader as founding Chairman of Attivo.

Motivated to act in his clients’ best interests and delivering the best financial solution available from the whole of the market, Stephen established Attivo in 2005, with the firm evolving into the highly respected Chartered, genuinely independent, Lifestyle Financial Planning business. He has led the business, raised shareholder funds, and negotiated the mergers and acquisitions.

Stephen believes that Lifestyle Financial Planning is a far superior approach to a financial planning client service proposition, and that this makes Attivo stand out from other typically transactional financial advice firms.

Headquartered in Cheltenham, with offices across England and Wales, Attivo specialises in providing comprehensive Lifestyle Financial Planning and tax planning advice to both individuals and businesses. Areas of expertise include pensions, investments, retirement, tax and estate planning, mortgages, and protection. Stephen’s vision for Attivo was to create... Stephen Harper is a highly experienced financial services entrepreneur and business leader as founding Chairman of Attivo.

Motivated to act in his clients’ best interests and delivering the best financial solution available from the whole of the market, Stephen established Attivo in 2005, with the firm evolving into the highly respected Chartered, genuinely independent, Lifestyle Financial Planning business. He has led the business, raised shareholder funds, and negotiated the mergers and acquisitions.

Stephen believes that Lifestyle Financial Planning is a far superior approach to a financial planning client service proposition, and that this makes Attivo stand out from other typically transactional financial advice firms.

Headquartered in Cheltenham, with offices across England and Wales, Attivo specialises in providing comprehensive Lifestyle Financial Planning and tax planning advice to both individuals and businesses. Areas of expertise include pensions, investments, retirement, tax and estate planning, mortgages, and protection. Stephen’s vision for Attivo was to create a truly independent financial planning business, supported by technically and professionally qualified Financial Planners.

Attivo has successfully acquired more than 40 independent financial advice companies, solidifying its position as a market leader in acquisitions and integration in the sector. The firm’s commitment to excellence is reflected in its Chartered and Pension Specialist Gold Standard status and the focus on training and professional development for its employees through the Attivo Academy.

Stephen’s journey in financial services began more than three decades ago with a company called Pioneer Mutual, Prior to that he moved from a nine-year career as a Royal Navy engineer where he became one of the youngest Chief Marine Engineers in the Royal Navy at that time. more less

Stephen Harper’s Newsfeed

Women’s Rapids announce major partnership with Attivo

Following the announcement of a partnership between leading independent financial planning business Attivo and Worcestershire County Cricket Club's Women's Rapids team, Attivo Chairman Stephen Harper described the partnership as a vital part of the firm's community engagement strategy.

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FT Adviser

Attivo partners with Global Returns Project to enhance planning process

Attivo, a national advisory firm, has partnered with the Global Returns Project to offer philanthropic opportunities to its clients.

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Stephen Harper’s Background

Attivo Group

Chairman of the Board

2021 - Present

Cheltenham, UK

Attivo is a privately owned, Independent, Chartered Financial Planning and Occupational Pension Specialist providing financial planning advice to private and corporate clients in investments, retirement, tax, and estate planning. Headquartered in Cheltenham, Attivo also have offices in Mayfair London, Leeds, Liverpool, Darlington, Havant and Cardiff.

Attivo Group

Chief Executive

2005 - 2021

Cheltenham, UK

Attivo Financial Planning Ltd.

Managing Director & Independent Financial Planner

1998 - 2005

Cheltenham, UK

Royal & Sun Alliance

Executive Business Manager

1992 - 1997

Royal & Sun Alliance Insurance plc (RSA) is a British multinational general insurance company. It is one of the world's longest-standing insurance firms, offering a wide range of insurance products and services to individuals and businesses across various countries.

Swiss Pioneer Life

Branch Manager

1989 - 1992

Swiss Pioneer Life was an insurance company that provided life insurance policies, including Whole of Life and Investment plans for individuals.

Royal Navy

1980 - 1990

Stephen joined the Royal Navy at the age of 16 and became the youngest ever Chief Marine Engineer in the Navy at 22. Britain's naval warfare force, with a history that stretches back to the 16th century, plays a crucial role in protecting the country's interests at sea, deterring aggression, and supporting international peacekeeping efforts.

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Stephen Harper’s Gallery

Stephen Harper with Gregory Porter at the Cheltenham Jazz Festival

Stephen Harper with Jonny Wilkinson

Attivo announces sponsorship of the Rapids Women's Team at New Road

The Rapids Women's Team in their Attivo kit at New Road

Stephen Harper at the sponsorship announcement of the Rapids Women's Team at New Road.

Media

Attivo announces sponsorship of Rapids Women's Team at Worcestershire Country Cricket Club

Sponsorship Announcement

Apr 2024

Attivo announced their sponsorship of the Rapids, Worcestershire Country Cricket Club's women's team, at the start of the 2024 cricket season.

Publications

Attivo Life Magazine

Attivo Life Magazine is Stephen's brainchild. The company welcomes subscriptions (via the website) to Attivo Life Magazine offering articles, advice and information on lifestyle financial planning.

Awards & Recognition

Professional Adviser

PA Awards Winner: Best Financial Advisers to Work For

Attivo was named Best Financial Advisers to Work For by Professional Adviser in 2020 and received the award every year since.

Grant Thornton LLP

Gloucestershire’s Leading Companies 2023

Oct 2023

Attivo was named as one of Gloucestershire's leading companies in 2023 in Grant Thornton LLP's celebration of the most successful private companies in the county following the release of the results of a regional series of business analysis by county,

Speaking Engagements

HL Global Tech Conference

Keynote Speaker

Mar 2024

London, UK

Stephen joined the Wealth Technology Panel at Houlihan Lokey's Global Tech Conference in London.

Charitable Interests

Cheltenham Festivals

Director's Circle Patron

Cheltenham, UK

A registered charity, Cheltenham Festivals is responsible for four world-class festivals in Jazz, Science, Music, and Literature every year. The charity also operates charitable programmes for education, outreach, community, and talent development.