Attivo Financial Limited

Date authorised
1 April 2013
Companies House
06789067
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242585444
    Web
    https://www.attivo.co.uk

  • Complaints Contact

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242585444

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • ALEXANDER Breadmore

    IRN ASB01158

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 21 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 21 Aug 2024)
  • Adam James Riley

    IRN AJR01366

    • [FCA CF] Manager of certification employee (since 13 Apr 2026)
  • Alexander Ashton

    IRN AXA00734

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
    • [FCA CF] Client dealing (since 1 Mar 2024)
    • [FCA CF] Functions requiring qualifications (24 Oct 2022 to 29 Feb 2024)
    • [FCA CF] Client dealing (24 Oct 2022 to 29 Feb 2024)
  • Alexander Donohoe

    IRN AXD00726

    • [FCA CF] Client dealing (17 Mar 2023 to 10 Oct 2025)
    • [FCA CF] Functions requiring qualifications (17 Mar 2023 to 10 Oct 2025)
  • Alexander Thomas Woodley Harris

    IRN AXH00309

    • Appointed representative dealing with clients for which they require qualification (6 Sep 2021 to 28 Feb 2023)
    • CF30 Customer (6 Sep 2021 to 28 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Jul 2021 to 28 Feb 2023)
  • Alexander William Molyneux

    IRN AXM00880

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 20 Apr 2026)
    • [FCA CF] Client dealing (since 20 Apr 2026)
  • Ana Maria Delgado Hernandez

    IRN AMD01178

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 1 Jun 2021)
    • CF2 Non Executive Director (9 Jul 2010 to 8 Dec 2019)
  • Andrea Pamela Owen

    IRN APO01027

    • [FCA CF] Functions requiring qualifications (24 Jan 2022 to 13 Jan 2023)
    • [FCA CF] Client dealing (24 Jan 2022 to 13 Jan 2023)
  • Andrew James Clennell

    IRN AJC01466

    • SMF3 Executive Director (since 18 Jul 2025)
  • Andrew James Sturgess

    IRN AXS05086

    • Appointed representative dealing with clients for which they require qualification (13 Feb 2024 to 15 Aug 2025)
    • CF30 Customer (11 Feb 2024 to 18 Aug 2025)
    • [FCA CF] Functions requiring qualifications (22 Jan 2024 to 15 Aug 2025)
    • [FCA CF] Client dealing (22 Jan 2024 to 15 Aug 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.