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.

  • DAVID Corner

    IRN DAC00085

    • 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)
  • Dale Jordan Ainsley

    IRN DJA01211

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Mar 2021)
    • CF30 Customer (19 Oct 2018 to 11 Mar 2021)
  • Daniel Colin Bowen

    IRN DCB01183

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jun 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2020)
    • CF30 Customer (21 Apr 2015 to 9 Jun 2020)
  • Daniel John Fildes Dando

    IRN DJD01211

    • CF30 Customer (1 Oct 2013 to 19 Jun 2019)
  • Daniel Lewis Colman

    IRN DXC00587

    • Appointed representative dealing with clients for which they require qualification (24 Nov 2022 to 5 Jan 2024)
    • [FCA CF] Functions requiring qualifications (24 Nov 2022 to 5 Jan 2024)
    • CF30 Customer (23 Nov 2022 to 29 Feb 2024)
  • Daniel Mark Raggett

    IRN DXR00381

    • 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 Mar 2026)
  • Daniel Myers

    IRN DXM00242

    • [FCA CF] Manager of certification employee (14 Jul 2023 to 30 Apr 2024)
  • Daniel Peter Mole

    IRN DXM11135

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jun 2022)
    • CF30 Customer (4 Feb 2019 to 8 Jun 2022)
  • Danielle Marie Mezzone

    IRN DXM00544

    • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 1 Dec 2021)
    • Appointed representative dealing with clients for which they require qualification (20 Sep 2021 to 1 Dec 2021)
    • CF30 Customer (19 Sep 2021 to 1 Dec 2021)
  • David Alexander Thorpe

    IRN DAT00034

    • CF30 Customer (13 Feb 2012 to 1 Aug 2013)
Show more

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.