Attivo Financial Planning Limited

Reference number: 451967

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Attivo Financial Services Limited Reference number: 462105 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Attivo Financial Planning Limited (FRN 451967) is an AR of Attivo Financial Services Limited (FRN 462105). When you use Attivo Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Attivo Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Identity

Check their details

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.

  • No website on the FCA register

  • No phone number on the FCA register

  • Verified address

    Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH, United Kingdom

Company details

From the company's Companies House record.

Company number
05747914
Company status
Active
Company type
Private limited company
Incorporated
20 March 2006 (20 years old)
Registered office
Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Joanne Marie Gilroy French Director Jul 1970 18 Oct 2024
Ian Joseph Plumpton Director Mar 1974 15 Apr 2025
Andrew James Clennell Director Mar 1977 23 May 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Attivo Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Fountain Independent Ltd

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Attivo Private Clients
  • Mansion Independent

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Common questions

Frequently asked questions

Is Attivo Financial Planning Limited FCA authorised?
Attivo Financial Planning Limited (FRN 451967) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Attivo Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Attivo Financial Planning Limited (FRN 451967) is an AR of Attivo Financial Services Limited (FRN 462105). When you use Attivo Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Attivo Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Attivo Financial Planning?
Protection works through Attivo Financial Services Limited, the principal firm responsible for Attivo Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Attivo Financial Planning a scam or clone?
Attivo Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Attivo Financial Planning's Firm Reference Number (FRN)?
Attivo Financial Planning's FRN is 451967. You can verify it on the FCA register.