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.

  • JARED Clark

    IRN JXC03280

    • 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 5 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 5 Sep 2025)
  • Jack Manser

    IRN JXM01140

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 9 Aug 2022)
    • [FCA CF] Client dealing (since 9 Aug 2022)
  • Jacob Parsons

    IRN JXP00681

    • [FCA CF] Functions requiring qualifications (15 Sep 2022 to 11 Nov 2022)
    • [FCA CF] Client dealing (15 Sep 2022 to 11 Nov 2022)
  • James Beattie

    IRN JXB04291

    • [FCA CF] Manager of certification employee (since 13 Apr 2026)
  • James Gregory Burnham

    IRN JGB01144

    • [FCA CF] Functions requiring qualifications (4 Oct 2021 to 10 Feb 2023)
    • [FCA CF] Client dealing (4 Oct 2021 to 10 Feb 2023)
  • James Peter Curry

    IRN JXC20078

    • [FCA CF] Functions requiring qualifications (9 Feb 2022 to 4 Nov 2022)
    • [FCA CF] Client dealing (9 Feb 2022 to 4 Nov 2022)
  • Jessica Brundle

    IRN JXB03521

    • [FCA CF] Manager of certification employee (18 Jun 2024 to 29 Aug 2025)
  • Joanne Marie Gilroy French

    IRN JMF01151

    • SMF1 Chief Executive (since 1 Jul 2025)
  • Jon Andrew Slater

    IRN JAS00013

    • [FCA CF] Client dealing (16 Feb 2022 to 31 Jan 2024)
    • [FCA CF] Functions requiring qualifications (16 Feb 2022 to 31 Jan 2024)
  • Jon Sturgess

    IRN JXS00611

    • [FCA CF] Manager of certification employee (8 Feb 2024 to 17 Jun 2025)
    • SMF3 Executive Director (2 Feb 2024 to 17 Jun 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.

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