Blue Sky Financial Planning Limited

Date authorised
1 April 2013
Companies House
04423547
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    7 Vista Place
    Coy Pond Business Park
    Ingworth Road
    Poole
    Dorset
    BH12 1JY
    UNITED KINGDOM
    Phone
    +4401202756560
    Web
    https://www.blueskyfp.co.uk

  • Complaints Contact

    7 Vista Place
    Coy Pond Business Park
    Ingworth Road
    Poole
    Dorset
    BH12 1JY
    UNITED KINGDOM
    Phone
    +4401202756560

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For 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 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · 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, 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

    For Professional, Retail (Investment)

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, 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.

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Investment Setup

    For Commercial, 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.

  • Andrew Mark Dunn

    IRN AMD01051

    • 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] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (13 Jun 2018 to 8 Dec 2019)
  • Claire Lucy Taylor

    IRN CLS00018

    • CF1 Director (AR) (6 Jul 2012 to 9 Jul 2013)
  • Craig Jones

    IRN CXJ01134

    • CF21 Investment Adviser (6 Apr 2005 to 30 Jun 2005)
    • CF22 Investment Adviser (Trainee) (1 Sep 2004 to 30 Jun 2005)
  • Emma Jane Perkins

    IRN EXP00173

    • 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 26 Jul 2023)
    • [FCA CF] Functions requiring qualifications (since 26 Jul 2023)
  • Gary Neild

    IRN GXN00012

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 13 Aug 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 13 Aug 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 13 Aug 2025)
    • CF11 Money Laundering Reporting (19 Sep 2012 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (AR) (25 Jul 2007 to 1 Jul 2008)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (1 Oct 2002 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Oct 2002 to 31 Oct 2007)
    • CF10 Compliance Oversight (1 Oct 2002 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Oct 2002 to 31 Mar 2009)
  • Ian Michael Newcombe

    IRN IMN00001

    • CF1 Director (23 Nov 2005 to 30 Nov 2006)
  • Martin Ian Reed

    IRN MXR01567

    • CF30 Customer (3 Jun 2014 to 28 Feb 2017)
  • Martyn Richard Hudson

    IRN MRH00082

    • CF1 Director (21 May 2002 to 17 Sep 2002)
  • Richard Mark Taylor

    IRN RXT00072

    • CF30 Customer (3 Aug 2009 to 18 Dec 2012)
    • CF11 Money Laundering Reporting (3 Aug 2009 to 11 Sep 2012)
    • CF1 Director (AR) (24 Jul 2007 to 1 Jul 2008)
    • CF1 Director (7 Dec 2006 to 25 Sep 2012)
    • CF21 Investment Adviser (1 May 2003 to 30 Nov 2006)
    • CF22 Investment Adviser (Trainee) (17 Oct 2002 to 1 May 2003)
  • Robert Henry Newcombe

    IRN RHN01014

    • CF30 Customer (3 Jan 2017 to 13 Feb 2019)
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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.