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.

  • Matthew Dylan Kemp

    IRN MDK00010

    • CF30 Customer (21 Jan 2014 to 27 Oct 2016)
  • Matthew Francis Carr

    IRN MFC00008

    • CF30 Customer (1 Nov 2007 to 27 Oct 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Matthew James

    IRN MTJ01009

    • CF30 Customer (28 Aug 2012 to 3 Oct 2014)
  • Matthew James Walton

    IRN MJW00111

    • CF21 Investment Adviser (14 Dec 2004 to 14 Apr 2005)
    • CF22 Investment Adviser (Trainee) (5 Feb 2004 to 14 Dec 2004)
  • Matthew John Cocken

    IRN MJC01498

    • CF22 Investment Adviser (Trainee) (3 Jul 2006 to 23 Apr 2007)
  • Matthew Leach

    IRN MGL00003

    • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Mar 2026)
    • Responsible for Insurance Mediation (14 Apr 2016 to 30 Sep 2018)
    • CF1 Director (22 Sep 2009 to 8 Dec 2019)
    • CF29 Significant management (1 Nov 2007 to 21 Jan 2014)
    • CF17 Significant Mgt (Other Business Operations) (11 Apr 2005 to 31 Oct 2007)
  • Matthew Pennington

    IRN MCP00017

    • CF30 Customer (6 Mar 2012 to 27 Oct 2016)
  • Matthew Richards

    IRN MXR00048

    • CF30 Customer (1 Nov 2007 to 8 Aug 2008)
    • CF21 Investment Adviser (21 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Mar 2006 to 21 Mar 2007)
  • Matthew Rose

    IRN MXR02012

    • CF30 Customer (1 Dec 2011 to 15 Jan 2013)
  • Melvyn John Taylor

    IRN MJT00038

    • CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
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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.