SKIPTON FINANCIAL SERVICES LIMITED

Date authorised
1 April 2013
Companies House
02061788
Last scraped
3 weeks ago
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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.

  • Kieron Lachlan Moore

    IRN KLM00015

    • CF22 Investment Adviser (Trainee) (18 Apr 2006 to 3 Feb 2007)
  • Kriss Woodward

    IRN KJW01108

    • CF30 Customer (12 May 2010 to 27 Oct 2016)
  • Laurie Dickie

    IRN LXD01126

    • CF30 Customer (1 Nov 2007 to 19 Oct 2011)
    • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Feb 2006 to 25 Oct 2006)
  • Leanne Harris

    IRN LXW00044

    • CF30 Customer (18 Dec 2008 to 29 Dec 2010)
  • Lee Kendall

    IRN LXK00019

    • CF30 Customer (5 Jul 2016 to 27 Oct 2016)
  • Lee Robert Eccles

    IRN LRE01007

    • CF30 Customer (20 Jun 2011 to 29 Apr 2016)
  • Leslie John Hodges

    IRN LJH00015

    • CF21 Investment Adviser (17 Oct 2006 to 22 Mar 2007)
    • CF22 Investment Adviser (Trainee) (17 Mar 2005 to 17 Oct 2006)
  • Leslie William Marriott

    IRN LWM00001

    • CF30 Customer (1 Nov 2007 to 22 Sep 2014)
    • CF21 Investment Adviser (4 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Jun 2006 to 10 Apr 2007)
  • Linda Jane Ellis

    IRN LJE00003

    • CF30 Customer (1 Nov 2007 to 27 Oct 2016)
    • CF21 Investment Adviser (21 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Nov 2004 to 21 Nov 2005)
  • Lisa Camm

    IRN LSC00004

    • CF30 Customer (1 Nov 2007 to 27 Oct 2016)
    • CF21 Investment Adviser (27 Oct 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Jul 2002 to 27 Oct 2003)
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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.