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

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

‘Speaking to someone far removed from your own experience can be intimidating’

Isabel Baxter
clock 04 December 2025 • 4 min read
People Moves: Five Wealth welcomes COO from Verso WM

People Moves: Five Wealth welcomes COO from Verso WM

Glenn Urquhart brings more than two decades of experience across financial services

Professional Adviser
clock 04 December 2025 • 1 min read
PFS director Debbie Mitchell departs

PFS director Debbie Mitchell departs

To become deputy president of the CII in 2026 and president in 2027

Isabel Baxter
clock 02 December 2025 • 2 min read