Sebastian Field

Profile Summary

Sebastian is a Financial Planner who joined Attivo in 2022. He holds the Diploma in Regulated Financial Planning, as well as the CII Certificates in Discretionary Investment Management and Securities Advice and Dealing. As a member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII), Sebastian is committed to maintaining the highest professional standards in financial planning. He provides clients with tailored advice and guidance across investments, pensions, and broader financial planning strategies.

Investment & Financial Services Offered

Who Sebastian Field Works With

Sebastian works with clients who are looking for clear, professional, and tailored financial advice. His typical clients include: Professionals and executives – Individuals seeking guidance on pensions, investments, and long-term financial planning. High-net-worth clients – Those looking for wealth management, tax-efficient strategies, and estate planning advice. Clients seeking clarity – Individuals who want complex financial matters explained in a straightforward, easy-to-understand way. Time-poor individuals – Clients who prefer to delegate financial planning to an experienced adviser while staying fully informed and confident in their decisions. Sebastian’s clients value his professional qualifications, attention to detail, and personalised approach, ensuring advice is tailored to their individual goals and circumstances.

Investment Philosophy & Approach

Sebastian’s investment philosophy is centred on providing tailored, long-term strategies that align with each client’s financial goals, risk tolerance, and individual circumstances. He believes that successful investing is built on careful planning, diversification, and disciplined decision-making rather than short-term market speculation. He takes a holistic approach, integrating investment management with pensions, tax planning, and overall financial objectives to ensure that every recommendation supports the client’s broader goals. Sebastian prioritises clear communication, translating complex financial concepts into understandable guidance. Portfolios are regularly reviewed and adjusted to reflect changes in market conditions or personal circumstances, ensuring investments remain suitable, effective, and aligned with long-term objectives.

Fees & Charging Structure

Sebastian’s fees are tailored to each client’s individual needs, so the exact cost will depend on your circumstances and the type of advice required. For a precise estimate, it’s best to contact Sebastian to discuss your situation and the areas of advice you need. General guidance on fees: Investment and Pension advice: Advisers typically charge a percentage of the amount invested or transferred, usually ranging from 1% to 3%, depending on the size of the investment. Ongoing advice: If you choose to receive regular advice, an annual fee of 0.5% to 1% may apply. Alternative fee structures: Some advisers may offer an hourly rate or a fixed fee, or a combination of approaches. All charges are agreed upfront and applied only with your explicit consent. Payments are usually deducted directly from your investment or pension. Since 2012, advisers are no longer paid by commissions from investment or pension providers—they are remunerated solely by their clients, ensuring impartial and transparent advice.

Areas Served

Babmaes Street, London

Frequently Asked Questions