Blue Sky Financial Planning Limited

• 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

• 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

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  • · 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

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  • · 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)

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  • · 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

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  • · 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

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  • · 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 Hide limitations

  • · 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.

• Russell Franklyn Skinner

  IRN RXS01779

  • 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 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF1 Director (19 Jun 2017 to 8 Dec 2019)
  • CF30 Customer (6 Aug 2010 to 8 Dec 2019)
• Sandra Middleton-Jones

  IRN SAM01219

  • CF30 Customer (30 Jul 2013 to 15 Oct 2013)
• Stephen John Hodgkins

  IRN SJH01319

  • CF1 Director (21 May 2002 to 17 Sep 2002)
  • CF8 Apportionment and Oversight (21 May 2002 to 17 Sep 2002)
• Tamis Marion Dimond

  IRN TMS01098

  • 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)
  • Responsible for Insurance Distribution (since 6 Aug 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 6 Aug 2025)
  • SMF16 Compliance Oversight (since 6 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 19 Dec 2019)
  • [FCA CF] Client dealing (since 19 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (31 Mar 2018 to 8 Dec 2019)
  • CF30 Customer (7 Feb 2013 to 8 Dec 2019)
• Teresa Anne Wood

  IRN TAW01053

  • CF30 Customer (1 Nov 2007 to 21 May 2013)
  • CF21 Investment Adviser (27 Aug 2004 to 31 Oct 2007)

• RMT LIFE PLANS LIMITED (no longer appointed)

  FRN 583327 · Appointed 21 Jun 2012 · Until 8 Oct 2013

• Blue Sky Mortgage Solutions Ltd (no longer appointed)

  FRN 467628 · Appointed 8 May 2007 · Until 1 Jul 2008

No changes recorded yet.