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.

  • Calum Renfrew

    IRN CXR00533

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 28 May 2024)
    • [FCA CF] Client dealing (since 28 May 2024)
  • Carl David Moorhouse

    IRN CDM00027

    • [FCA CF] Manager of certification employee (12 Jul 2021 to 16 May 2022)
  • Catherine Ann Haines

    IRN CAH00001

    • CF30 Customer (16 Aug 2010 to 20 Apr 2011)
  • Catherine Rebecca Marshall

    IRN CRY01004

    • [FCA CF] Functions requiring qualifications (1 Sep 2022 to 30 Jun 2023)
    • [FCA CF] Client dealing (1 Sep 2022 to 30 Jun 2023)
    • [FCA CF] Manager of certification employee (5 Jul 2021 to 30 Jun 2023)
  • Charles James Callan

    IRN CJC01284

    • CF30 Customer (17 Sep 2021 to 1 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (16 Sep 2021 to 31 Dec 2024)
    • [FCA CF] Client dealing (16 Sep 2021 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (16 Sep 2021 to 31 Dec 2024)
  • Charles Robert Davies

    IRN CXD78636

    • [FCA CF] Functions requiring qualifications (28 Jun 2024 to 10 Sep 2024)
    • [FCA CF] Client dealing (28 Jun 2024 to 10 Sep 2024)
  • Chris David Robert Leslie Fereday

    IRN CXF08670

    • CF30 Customer (17 Sep 2021 to 6 May 2022)
    • [FCA CF] Client dealing (16 Sep 2021 to 6 May 2022)
    • Appointed representative dealing with clients for which they require qualification (16 Sep 2021 to 6 May 2022)
    • [FCA CF] Functions requiring qualifications (16 Sep 2021 to 6 May 2022)
  • Cian James Martin Haran

    IRN CXH00705

    • 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 18 Sep 2023)
    • [FCA CF] Functions requiring qualifications (since 18 Sep 2023)
  • Claire Marie Bell

    IRN CMA01033

    • [FCA CF] Manager of certification employee (27 Mar 2023 to 26 Sep 2025)
  • Craig Gillon

    IRN CXG00057

    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Dec 2024)
    • [FCA CF] Client dealing (since 16 Dec 2024)
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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.