Attivo Financial Services Limited

Date authorised
1 April 2013
Companies House
05927588
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
    +4401242585432
    Web
    https://www.attivo.co.uk

  • Complaints Contact

    Honeybourne Place
    Jessop Avenue
    Cheltenham
    Gloucestershire
    GL50 3SH
    UNITED KINGDOM
    Phone
    +4401242585432

What this firm is allowed to do

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

  • Pension Transfer Advice

    For Eligible Counterparty, 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.

  • Investment Advice (no pensions)

    For Commercial, Eligible Counterparty, 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.

  • Authorised to Operate

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

  • Arranges Investments

    For Commercial, Eligible Counterparty, 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.

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let End Date

  • Buy-to-Let Status

  • Debt Advice

  • Investment Setup

    For Commercial, Eligible Counterparty, 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.

  • LEO Richardson

    IRN LXR01439

    • 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 18 Mar 2026)
  • Lev Kravchenko

    IRN LXK01214

    • CF30 Customer (16 May 2011 to 2 Nov 2011)
  • Louise Barraclough

    IRN LXC00289

    • [FCA CF] Manager of certification employee (3 Aug 2023 to 14 Mar 2025)
  • Luke Adlum

    IRN LXA01334

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 26 Oct 2021)
    • [FCA CF] Functions requiring qualifications (since 26 Oct 2021)
    • CF30 Customer (since 26 Oct 2021)
  • Luke Oliver Charles Bennett

    IRN LXB00356

    • 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 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (since 11 Jan 2022)
    • CF30 Customer (since 29 Dec 2021)
  • MAGNUS Manson

    IRN MJM01322

    • 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 18 Mar 2026)
  • Mark James McCann

    IRN MJM00039

    • [FCA CF] Manager of certification employee (since 4 Oct 2021)
  • Mark Roe

    IRN MXR02797

    • [FCA CF] Functions requiring qualifications (5 Oct 2021 to 9 Mar 2022)
    • Appointed representative dealing with clients for which they require qualification (5 Oct 2021 to 9 Mar 2022)
    • CF30 Customer (30 Sep 2021 to 9 Mar 2022)
  • Mark Sebastian Kiddell

    IRN MSK01067

    • CF30 Customer (22 Apr 2010 to 13 Apr 2011)
  • Matthew Paul Jaynes

    IRN MPJ01068

    • CF30 Customer (1 Jan 2015 to 20 Feb 2015)
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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.