Attivo

Over the past three years, we’ve worked closely with Attivo to help bring their vision to life. Our collaboration has transformed the brand from a traditional financial planning firm into a company that genuinely embodies Lifestyle Financial Planning. Together, we’ve created a brand identity, strategy and client experience that differentiates Attivo in a market that often feels cold, impersonal and transactional.

Attivo wanted to own a unique position in the financial planning sector. While their expertise was clear, their existing brand identity and communications didn’t reflect the human, lifestyle-focused approach that sets them apart. Their client-facing publication, Life Magazine, was informative but lacked the personality and relevance to truly engage readers and prospects.

Through workshops with Attivo’s financial planners, we asked one simple question: ‘What truly sets Attivo apart?’ The response was unanimous: The team takes the time to understand the lifestyle their clients want to lead, listening deeply before guiding them toward their goals.

This insight became the foundation of Attivo’s brand proposition: Enriching Lives. It reflects the company’s core values — integrity, empathy, proactivity, and progressiveness — and provided a guiding principle for all future communications and experiences.

Brand Audit
We reviewed all of Attivo’s existing assets to understand what worked and where there were opportunities to grow. It quickly became clear that the current identity did not match Attivo’s ambitions.

Brand Workshops
Through in-depth sessions with staff, we explored the organisation’s vision, mission and values. These workshops enabled us to translate strategic insights into actionable behaviours and brand touchpoints, ensuring the proposition “Enriching Lives” was embedded across the business.

Brand Identity Design
We developed a sophisticated brand identity and toolkit, including a new logo, colour palette, typography, imagery style, tone of voice, and iconography. Detailed style guides ensured consistency across both digital and print touchpoints.

The relaunch of Life Magazine has been transformative. With a readership of over 7,000, it is not only a valued resource for clients but also a key tool for converting new prospects at events such as the Cheltenham Jazz and Literature Festivals. The feedback has been overwhelmingly positive, demonstrating that a thoughtful, lifestyle-led approach resonates with audiences.

Our work with Attivo shows the power of aligning strategy, design, and lived experience. By putting lifestyle at the centre of every decision, we’ve helped Attivo differentiate themselves in a competitive market and create meaningful connections with their clients.