Attivo Financial Limited

Reference number: 497130

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When attivo.co.uk first appeared online, and whether it can receive email
  • What kind of line 01242 585444 is
  • Who else gives the postcode GL50 3SH
Instant PDF download
Other names (6)

If you were contacted under any of these names, it is this firm.

  • Attivo Trading name
  • Impartial Adviser Ltd Former name
  • Ashburn Financial Planning Former trading name
  • Fraser Financial Planning Former trading name
  • Independent Financial Advice Centre Former trading name
  • Tempus Financial Planning Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06789067
Company status
Active
Company type
Private limited company
Incorporated
12 January 2009 (17 years old)
Registered office
Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark James Mccann Director Jan 1970 19 Oct 2022 None
Joanne Marie Gilroy French Director Jul 1970 18 Oct 2024 16 other companies
Ian Joseph Plumpton Director Mar 1974 15 Apr 2025 4 other companies
Andrew James Clennell Director Mar 1977 27 May 2025 8 other companies
Paul Andrew Howard Director Aug 1974 22 Oct 2025 None
Alice Mae Lording Director May 1995 18 Jun 2026 2 other companies
Christopher John Phillip Harris Director Oct 1981 18 Jun 2026 None
Gareth John West Director May 1972 22 Jun 2026 None

Other companies run by these 8 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
19
closed down
2
went insolvent
1

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 8 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 10 on the FCA register
  • The 7 companies these 8 directors run together
  • All 19 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 May 2021Small company accountsNot audited

Net assets

£205k

−59% from £503k

Cash at bank

£342k

+55% from £221k

Employees (average)

11

−8.3% from 12

Owed within a year

£150k

+162% from £57.1k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06789067. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Attivo Financial’s history from the FCA register and Companies House, newest first.

Key events (11) All events (53)

2021

3 June 2021

  • Changed its registered name from "Impartial Adviser Ltd"

FCA register

28 May 2021

  • Board replaced: all 4 directors left and 3 new directors took over
  • Attivo Group Limited took control (75–100% of shares)
  • Michael Joslin stopped being a part-owner
  • Stephen Robert Dodge stopped being a part-owner

Companies House

2016

6 April 2016

  • Michael Joslin became a part-owner (25–50% of shares)
  • Stephen Robert Dodge became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

1 May 2009

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

12 January 2009

  • Incorporated at Companies House

Companies House

In the full report: all 53 events

  • All 53 events in its history (11 shown here)
  • Every director appointment and resignation: 30
Instant PDF download

Firms connected to Attivo Financial

Other FCA-listed firms that share a director, phone number or address with Attivo Financial. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 7 past links through former directors
Instant PDF download

Firms like Attivo Financial

Other firms of the same type (financial adviser), nearest first.

In Cheltenham

Acorn Financial Planning LtdCheltenhamAuthorisedAltior Asset Management LtdCheltenhamAuthorisedAshlea Financial Planning LimitedCheltenhamAuthorisedAttivo Financial Services LimitedCheltenhamAuthorisedCheltenham Independent Financial Advisers LtdCheltenhamAuthorisedCheltenham Wealth Financial Practice LtdCheltenhamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Attivo Financial

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 53 events in its history
  • 3 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Attivo Financial Limited FCA authorised?
Yes, Attivo Financial Limited (FRN 497130) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Attivo Financial’s phone number and website?
The FCA register lists the phone number 01242 585444 and the website attivo.co.uk for Attivo Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Attivo Financial a scam or clone?
Attivo Financial is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Attivo Financial?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Attivo Financial to the Financial Ombudsman Service, free of charge.
Who owns Attivo Financial?
Attivo Financial is owned by Attivo Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 May 2021. Before that, it was controlled by Mr Michael Joslin and Mr Stephen Robert Dodge.
Who runs Attivo Financial?
Companies House lists 8 directors of Attivo Financial: Mark James McCann, Joanne Marie Gilroy French, Ian Joseph Plumpton, Andrew James Clennell, Paul Andrew Howard, Alice Mae Lording and 2 more.
How long has Attivo Financial been in business?
The company was formed on 12 January 2009, and has held its current FCA authorisation since May 2009.
What do Attivo Financial’s latest accounts show?
Its latest accounts, to 31 May 2021, show net assets of £205k (−59% from £503k) and cash at bank of £342k (+55% from £221k).
Does Attivo Financial use any other names?
It trades as Attivo. It has previously used 5 other names, including Impartial Adviser Ltd, Ashburn Financial Planning and Fraser Financial Planning.

Sources and links

The full report on Attivo Financial Limited

£19.99 · Instant PDF download

Loading secure checkout…