Cheltenham-based Chartered Financial Planner firm Attivo has recruited David Melloy as its new strategic business development director to help spearhead plans to expand its UK footprint.

Mr Melloy has worked in financial services sector for many years and has a track record of business development growth, the firm said.

He also has a record of working with the professional services sector, including lawyers and accountants.

Attivo says that in his new role, he will work with and support the Financial Planners and the management team to build the business. He will report to Stephen Harper, chairman.

The appointment follows two other additions to the business with Rob Fellows joining as operations director, with responsibility for Financial Planning operations, including Attivo Mortgages and Protection and Attivo Private Clients.  Chris Harris has joined the business as people director, responsible for the welfare and development of Attivo’s people, including recruitment. 

Mr Melloy said: “The challenges facing clients up and down the country continue to evolve, and it’s never been more important to lean on reliable and bespoke lifestyle Financial Planning.

“With real purpose and ambition at its heart, I’m excited to be joining the Attivo team and look forward to working to help grow the business and shape the future of advice in the UK.”

Attivo chairman Stephen Harper said: “We’re continuing to build an incredibly strong team to support business growth across the UK, and the addition of David Melloy really underscores this. With more than 20 years of experience, he’s perfectly placed to play a key role in making the ambitions of the business a reality.

“The expertise of our new joiners, Chris Harris and Rob Fellows, highlight and support our clear dedication to driving excellence and innovation not just across all areas of our business, but also leading professionalism in the sector.” 

Attivo was founded in 2005 and provides lifestyle Financial Planning to businesses and individuals. In the last 10 years, the firm has acquired more than 40 Financial Planning businesses and is headquartered in Cheltenham, with offices in London, Cardiff, Liverpool, Darlington, Harrogate, and Newbury.