SKIPTON FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
02061788
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Skipton Financial Services Ltd
    The Bailey
    Skipton
    N Yorkshire
    BD23 1DN
    UNITED KINGDOM
    Phone
    +441756705000

  • Complaints Contact

    Skipton Financial Services Ltd
    The Bailey
    Skipton
    N Yorkshire
    BD23 1DN
    UNITED KINGDOM
    Phone
    +441756705000

What this firm is allowed to do

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

  • 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.

  • Authorised to Operate

  • 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 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.

  • 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, 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.

  • David Joanthan Morris

    IRN DJM00041

    • CF30 Customer (10 May 2011 to 27 Oct 2016)
  • David John Cutter

    IRN DJC01246

    • CF1 Director (15 Feb 2006 to 26 Feb 2008)
    • CF2 Non Executive Director (18 Jan 2006 to 15 Feb 2006)
  • David John Tidswell

    IRN DJT00006

    • CF30 Customer (13 Jan 2014 to 27 Oct 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Feb 2003)
  • David Jones

    IRN DXJ00014

    • CF30 Customer (1 Nov 2007 to 10 Jul 2008)
    • CF21 Investment Adviser (28 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Jun 2004 to 28 Jul 2005)
  • David Lathe

    IRN DCL00001

    • CF30 Customer (1 Nov 2007 to 27 Oct 2016)
    • CF22 Investment Adviser (Trainee) (1 Sep 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (12 May 2003 to 1 Dec 2004)
  • David Mark Eastwood

    IRN DME00010

    • CF30 Customer (19 Mar 2009 to 8 Feb 2010)
  • David Marshall

    IRN DXM00130

    • CF30 Customer (7 Apr 2009 to 27 Oct 2016)
  • David Michael Thornton Goodall

    IRN DMG00016

    • CF30 Customer (1 Nov 2007 to 31 Oct 2009)
    • CF21 Investment Adviser (16 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Nov 2003 to 16 Feb 2005)
  • David Paul Taylor

    IRN DPT00002

    • CF22 Investment Adviser (Trainee) (30 Dec 2002 to 23 May 2003)
  • David Reid Muir

    IRN DRM00022

    • CF30 Customer (20 Mar 2008 to 27 Oct 2016)
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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.