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.

  • John Michael Reed

    IRN JMR01126

    • CF30 Customer (1 Nov 2007 to 23 Apr 2010)
    • CF21 Investment Adviser (21 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Mar 2006 to 21 Dec 2006)
  • John Russell

    IRN JXR00190

    • CF30 Customer (1 Nov 2007 to 22 Apr 2015)
    • CF21 Investment Adviser (18 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (25 Oct 2004 to 18 Jan 2006)
  • John Stirzaker

    IRN JWS00019

    • CF30 Customer (1 Nov 2007 to 30 Apr 2013)
    • CF21 Investment Adviser (22 Aug 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Jan 2006 to 22 Aug 2007)
  • John Trickett

    IRN JXT00061

    • CF30 Customer (1 Nov 2007 to 6 Jun 2016)
    • CF21 Investment Adviser (26 Jan 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (20 Apr 2005 to 26 Jan 2006)
  • John Warwick Busfield

    IRN WXB00029

    • CF30 Customer (23 Sep 2010 to 6 Apr 2012)
  • John William Hall

    IRN JWH00015

    • CF22 Investment Adviser (Trainee) (13 Feb 2003 to 30 May 2003)
  • Jonathan Carl Danes

    IRN JCD00021

    • CF21 Investment Adviser (22 Jun 2004 to 29 Jul 2005)
    • CF22 Investment Adviser (Trainee) (20 Jan 2003 to 22 Jun 2004)
  • Jonathan David Martin

    IRN JDM00018

    • CF22 Investment Adviser (Trainee) (17 Jan 2005 to 16 Sep 2005)
  • Jonathan David McDowall

    IRN JDM01173

    • CF30 Customer (20 Jun 2011 to 22 Apr 2015)
  • Jonathan David Wheeler

    IRN JDW00026

    • CF30 Customer (1 Nov 2007 to 29 Jul 2016)
    • CF21 Investment Adviser (3 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Feb 2007 to 3 Jul 2007)
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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.

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