Chartered financial planning firm Attivo names Jo French as CEO

Joins after being business transformation director at Schroders

Isabel Baxter
clock • 2 min read

Chartered independent lifestyle financial planning business Attivo has appointed Jo French as CEO.

In her new role, she will lead the delivery of operational improvements through the deployment of new technology and an operational excellence change programme to ensure the business continues to grow and improve the client experience and service. Based in Attivo's Cheltenham head office, French will also take on the running of the investment operations team and will be responsible for Attivo's investment platform strategy. French has previously been chief operating officer at Benchmark Capital before then taking responsibility for the Complex Client and Commercial Portfolio in the ro...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

A back bedroom startup to £110m AUM: One adviser's journey of self-belief

A back bedroom startup to £110m AUM: One adviser's journey of self-belief

How Allie Baglow built Allison’s Financial Planning

Isabel Baxter
clock 18 June 2026 • 7 min read
Fund boutique think tank IIMI appoints Jock Glover as CEO

Fund boutique think tank IIMI appoints Jock Glover as CEO

Effective 1 July

clock 16 June 2026 • 1 min read
People Moves: TPR appoints three to board

People Moves: TPR appoints three to board

Including executive director of market oversight

Professional Adviser
clock 16 June 2026 • 1 min read