Attivo Financial Services Limited
aka Attivo Financial, Attivo, Attivo Financial Services Limited
About
Discover your next chapter Discover now Arranging a consultation Retirement planning Tax planning Estate planning Selling my IFA business Financial review Corporate Planning Independent Financial Planners We’re Attivo, the independent financial planners. We’re here to listen, to understand what you want out of your life or business. To help you plan your next steps and your future beyond that.
Source: attivo.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 462105
- Status
- Authorised
- Date Authorised
- 6 April 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓CBTL End Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05927588
- Company Status
- Active
- Incorporation Date
- 7 September 2006
- Directors
- 4
- Accounts Category
- Small
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (20)
Ian Joseph Plumpton
ApprovedStephen Charles Harper
ApprovedMohammad Adnan Hussain
ApprovedCertifiedRoss Spencer Forkan
ApprovedCertifiedKatie Helen White
ApprovedCertifiedThomas Waldock
ApprovedCertifiedSophie Elizabeth Pearcey
ApprovedCertifiedSamuel Michael Parry
ApprovedCertifiedThomas Malach
ApprovedCertifiedLuke Adlum
ApprovedCertifiedJoseph Michael Bergin
ApprovedCertifiedRyan Jeremy Frank Alistair Wright
ApprovedCertifiedLuke Oliver Charles Bennett
ApprovedCertifiedMark James McCann
ApprovedCertifiedBradley James Battista Laborero
ApprovedCertifiedTony Clark
ApprovedCertifiedFrankie Davis
ApprovedCertifiedNicholas Matthew Frid
ApprovedCertifiedJonathan David Williams
ApprovedCertifiedJonathan Raymond Stevens
ApprovedCertified
Google Reviews
16 reviews on Google
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Quick Facts
- Cheltenham, South West
- 18 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 10 FCA permissions
- CH 05927588
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.