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.

  • Jordan Lyon

    IRN JXL43330

    • CF30 Customer (12 Mar 2020 to 24 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jan 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jan 2022)
  • Joseph Michael Bergin

    IRN JMB01380

    • 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)
    • 11. Pension transfer specialist
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 12 Jun 2017)
  • Joshua Smith

    IRN JXS04327

    • 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 2 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Dec 2025)
  • Karen Mary Harding

    IRN KMH00025

    • CF30 Customer (8 Oct 2020 to 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (8 Oct 2020 to 2 Dec 2020)
    • Appointed representative dealing with clients for which they require qualification (8 Oct 2020 to 2 Dec 2020)
  • Kathryn Louise Allen

    IRN KLA01030

    • CF30 Customer (8 Apr 2024 to 28 Nov 2025)
    • [FCA CF] Functions requiring qualifications (2 Apr 2024 to 19 Nov 2025)
    • [FCA CF] Client dealing (2 Apr 2024 to 19 Nov 2025)
  • Katie Helen White

    IRN KHW00003

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 2 Sep 2019)
  • Kenneth Baksh

    IRN KXB01266

    • CF30 Customer (27 Jun 2011 to 24 Apr 2013)
    • CF1 Director (9 Jun 2011 to 29 Mar 2012)
  • Kieran John Matty

    IRN KJM01171

    • CF30 Customer (13 Apr 2011 to 31 Dec 2012)
  • Kyle McGill

    IRN KXM00344

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 13 Jan 2026)
    • [FCA CF] Client dealing (since 13 Jan 2026)
  • LAUREN Codd

    IRN LXC00027

    • 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)
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.