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.

  • James Peter Curry

    IRN JXC20078

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Nov 2022)
    • CF30 Customer (11 Sep 2019 to 4 Nov 2022)
  • James Robson

    IRN JXR01819

    • CF30 Customer (17 Apr 2015 to 10 Nov 2016)
  • Joanne Katherine Hovell

    IRN JXH07671

    • Appointed representative dealing with clients for which they require qualification (15 Feb 2021 to 24 Jan 2022)
    • CF30 Customer (15 Feb 2021 to 24 Jan 2022)
    • [FCA CF] Functions requiring qualifications (15 Feb 2021 to 24 Jan 2022)
  • Joanne Marie Gilroy French

    IRN JMF01151

    • Responsible for Insurance Distribution (since 1 Apr 2026)
    • SMF1 Chief Executive (since 1 Apr 2026)
  • John Edwin Richards

    IRN JER01130

    • CF30 Customer (16 Feb 2017 to 15 Feb 2018)
  • Jon Sturgess

    IRN JXS00611

    • SMF3 Executive Director (2 Feb 2024 to 17 Jun 2025)
  • Jonathan David Williams

    IRN JXW20666

    • CF30 Customer (since 3 May 2023)
    • Appointed representative dealing with clients for which they require qualification (17 May 2023 to 6 Nov 2025)
    • [FCA CF] Functions requiring qualifications (16 May 2023 to 17 May 2023)
    • [FCA CF] Client dealing (16 May 2023 to 17 May 2023)
  • Jonathan Dixon

    IRN JXD00017

    • CF30 Customer (18 Feb 2014 to 26 Aug 2015)
  • Jonathan James Ollerenshaw

    IRN JJO01034

    • [FCA CF] Functions requiring qualifications (18 Feb 2022 to 3 Mar 2022)
    • 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)
  • Jonathan Raymond Stevens

    IRN JRS01291

    • SMF3 Executive Director (since 2 Apr 2026)
    • [FCA CF] Manager of certification employee (since 2 Aug 2023)
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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.