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.

  • Lloyd Jonathan Batey

    IRN LJB00010

    • CF30 Customer (1 Nov 2007 to 27 Oct 2016)
    • CF21 Investment Adviser (25 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Sep 2004 to 25 Jul 2005)
  • Lorna Mary Robertson

    IRN LMR00007

    • CF30 Customer (1 Nov 2007 to 10 Jun 2016)
    • CF21 Investment Adviser (23 May 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 23 May 2002)
  • Lorna Nichol

    IRN LAH01060

    • CF30 Customer (19 Oct 2015 to 27 Oct 2016)
  • Louise Jane Hunter

    IRN LJH01094

    • CF30 Customer (1 Nov 2007 to 14 Jan 2008)
    • CF22 Investment Adviser (Trainee) (12 Apr 2007 to 31 Oct 2007)
  • Louise Tillett

    IRN LXT01154

    • CF30 Customer (1 Nov 2007 to 30 Sep 2009)
    • CF21 Investment Adviser (3 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (26 Apr 2006 to 4 May 2007)
  • Lynda-Lou Smith

    IRN LXS00054

    • CF30 Customer (1 Nov 2007 to 20 Jun 2008)
    • CF22 Investment Adviser (Trainee) (22 Mar 2006 to 31 Oct 2007)
  • Lynette Hyett

    IRN LXH00058

    • CF30 Customer (24 Sep 2009 to 4 Dec 2009)
    • CF22 Investment Adviser (Trainee) (29 May 2007 to 16 May 2007)
  • Lynne Elizabeth Roberts

    IRN LER00006

    • CF22 Investment Adviser (Trainee) (1 Jul 2002 to 8 Aug 2003)
  • Malcolm Douglas Norris

    IRN MDN00001

    • CF22 Investment Adviser (Trainee) (29 Oct 2004 to 11 Oct 2005)
  • Maria Julie Hamill

    IRN MJF01223

    • CF30 Customer (17 Jan 2008 to 6 Nov 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.