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 Samuel Shaikh

    IRN DSS01072

    • CF30 Customer (25 Oct 2010 to 14 Jul 2015)
  • David Shaw

    IRN DXS00087

    • CF30 Customer (9 Apr 2015 to 27 Oct 2016)
    • CF22 Investment Adviser (Trainee) (29 May 2007 to 31 Oct 2007)
  • David Simpson

    IRN DFS00013

    • CF22 Investment Adviser (Trainee) (28 May 2002 to 31 Dec 2002)
  • David Thomas McElhoney

    IRN DTM00010

    • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2002)
  • David Wallis Powell

    IRN DXP00101

    • CF21 Investment Adviser (1 Dec 2001 to 26 Sep 2003)
  • David William Brown

    IRN DWB01085

    • CF30 Customer (1 May 2014 to 3 Mar 2016)
  • Dawn Ann Welshman

    IRN DAW00066

    • CF21 Investment Adviser (2 Jun 2003 to 29 Mar 2004)
    • CF22 Investment Adviser (Trainee) (1 Jul 2002 to 2 Jun 2003)
  • Dean Keith Scott

    IRN DKS01047

    • CF30 Customer (28 Jan 2016 to 27 Oct 2016)
  • Deborah Jane Masterman

    IRN DJM00020

    • CF30 Customer (1 Nov 2007 to 3 Mar 2016)
    • CF21 Investment Adviser (17 Jan 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Jul 2002 to 17 Jan 2003)
  • Deborah Mary Long

    IRN DML00021

    • CF30 Customer (28 Oct 2014 to 9 Oct 2015)
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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.