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

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Skipton Building Society
    The Bailey
    Skipton
    North Yorkshire
    BD23 1DN
    UNITED KINGDOM
    Phone
    +4401756705000
  • Complaints Contact

    The Bailey
    Skipton
    North Yorkshire
    BD23 1DN
    UNITED KINGDOM
    Phone
    +4401756705000

What this firm is allowed to do

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

  • Bank Deposits

    For All, Deposit

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Lending

  • Mortgage Servicing

    For Customer, Regulated mortgage contract

  • Pension Transfer Advice

    For 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
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to 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, 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.
  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    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, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · 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.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

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

  • Trades With You Directly

    For Eligible Counterparty, Professional, Retail (Investment), Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Unit

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · The firm, in carrying out this regulated activity, is limited to entering into transactions in a manner which, if the firm was an unauthorised person, would come within article 16 of the RAO.
  • Debt Advice

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

    For Customer, Regulated mortgage contract

  • Loan Servicing

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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, Unit, Warrant

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
    • · 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.
  • Basic Pension Advice

    For Professional, Retail (Investment), Stakeholder products

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Lisa Caroline Fordred

    IRN LCF01009

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Jun 2002)
  • Lisa Pearce

    IRN LXS37815

    • [FCA CF] Client dealing (1 Oct 2019 to 25 Jul 2024)
    • [FCA CF] Functions requiring qualifications (8 Apr 2019 to 25 Jul 2024)
  • Lloyd Jonathan Batey

    IRN LJB00010

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 1 Oct 2019)
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2016)
  • Louise Elizabeth Ahern

    IRN LEA01006

    • CF21 Investment Adviser (1 Dec 2001 to 27 May 2002)
  • Louise Elizabeth Newton

    IRN LEN01013

    • [FCA CF] Functions requiring qualifications (4 May 2020 to 14 Aug 2024)
    • [FCA CF] Client dealing (4 May 2020 to 14 Aug 2024)
  • Louise Hamer

    IRN LXH01171

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Jun 2002)
  • Louise Susan Allott

    IRN LXA37809

    • [FCA CF] Functions requiring qualifications (18 Mar 2025 to 31 Dec 2025)
    • [FCA CF] Client dealing (18 Mar 2025 to 31 Dec 2025)
  • Lucy Charlotte Gilbert

    IRN LXG37834

    • [FCA CF] Functions requiring qualifications (8 Nov 2019 to 31 Aug 2021)
    • [FCA CF] Client dealing (1 Oct 2019 to 31 Aug 2021)
  • Lucy Michaela Eaton

    IRN LXE37829

    • [FCA CF] Client dealing (1 Oct 2019 to 31 Dec 2021)
    • [FCA CF] Functions requiring qualifications (19 Sep 2018 to 31 Dec 2021)
  • Luke Chimanta Taphouse

    IRN LXT37832

    • [FCA CF] Client dealing (1 Oct 2019 to 10 Jun 2022)
    • [FCA CF] Functions requiring qualifications (13 Mar 2019 to 10 Jun 2022)

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.