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.

  • Jonathan David Williams

    IRN JXW20666

    • [FCA CF] Client dealing (12 May 2023 to 6 Nov 2025)
    • [FCA CF] Functions requiring qualifications (12 May 2023 to 6 Nov 2025)
  • Jonathan Foster

    IRN JXF01375

    • CF30 Customer (20 Sep 2021 to 1 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (16 Sep 2021 to 31 Dec 2024)
    • [FCA CF] Client dealing (16 Sep 2021 to 31 Dec 2024)
  • Jonathan James Ollerenshaw

    IRN JJO01034

    • Appointed representative dealing with clients for which they require qualification (18 Feb 2022 to 3 Mar 2022)
    • CF30 Customer (17 Feb 2022 to 3 Mar 2022)
    • [FCA CF] Functions requiring qualifications (14 Feb 2022 to 3 Mar 2022)
    • [FCA CF] Client dealing (14 Feb 2022 to 3 Mar 2022)
  • Jonathan Murphy

    IRN JXM03979

    • [FCA CF] Client dealing (17 Feb 2022 to 8 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 Sep 2021 to 8 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (9 Sep 2021 to 8 Mar 2024)
    • CF30 Customer (9 Sep 2021 to 5 Sep 2023)
  • Jonathan Raymond Stevens

    IRN JRS01291

    • SMF3 Executive Director (since 9 Jun 2025)
    • [FCA CF] Manager of certification employee (since 2 Aug 2023)
  • Jonathan William James Rawlings

    IRN JXR00999

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2026)
  • Joseph Michael Bergin

    IRN JMB01380

    • 11. Pension transfer specialist
    • 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 11 Feb 2022)
    • [FCA CF] Client dealing (since 11 Feb 2022)
  • Joshua Marshall

    IRN JXM46767

    • [FCA CF] Functions requiring qualifications (22 Jul 2022 to 13 Jan 2023)
    • [FCA CF] Client dealing (22 Jul 2022 to 13 Jan 2023)
  • Joshua Smith

    IRN JXS04327

    • 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 24 Nov 2025)
    • [FCA CF] Client dealing (since 24 Nov 2025)
  • Karl Derreck Lavery

    IRN KDL00004

    • [FCA CF] Functions requiring qualifications (16 Feb 2022 to 29 Mar 2024)
    • [FCA CF] Client dealing (16 Feb 2022 to 29 Mar 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.

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