Skybound Financial Planning Limited

• Principal Place of Business

  52 Parkstone Road

  -

  Poole

  Dorset

  BH15 2PU

  UNITED KINGDOM

  Phone

  +441202660601

  Web

  https://www.skyboundfp.co.uk

• Complaints Contact

  52 Parkstone Road

  -

  Poole

  Dorset

  BH15 2PU

  UNITED KINGDOM

  Phone

  +441489663700

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Investment Advice (no pensions)

  For 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, Structured Deposits, Unit, Warrant

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  • · 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

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For 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, Structured Deposits, Unit, Warrant

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  • · 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

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For 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, Structured Deposits, Unit, Warrant

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  • · 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.

• Alexander Michael Roland Lester

  IRN AXL02252

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 15 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 15 Mar 2023)
• Bruce Pryor

  IRN BXP00022

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2023)
  • [FCA CF] Client dealing (since 1 Jan 2023)
• Clifford Julian Gribble

  IRN CJG01098

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Apr 2026)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 18 Dec 2024)
  • SMF3 Executive Director (9 Dec 2019 to 9 Apr 2026)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Apr 2026)
  • Responsible for Insurance Mediation (11 Oct 2016 to 30 Sep 2018)
  • CF30 Customer (11 Oct 2016 to 8 Dec 2019)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
  • CF10 Compliance Oversight (11 Oct 2016 to 8 Dec 2019)
• Clifford Young Warren

  IRN CYW01004

  • SMF3 Executive Director (29 Jan 2021 to 31 Mar 2022)
• Daniel Underwood

  IRN DXU00012

  • SMF3 Executive Director (since 26 Mar 2026)
• David James Wheildon

  IRN DJW00081

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Apr 2026)
  • SMF3 Executive Director (9 Dec 2019 to 9 Apr 2026)
  • CF11 Money Laundering Reporting (11 Oct 2016 to 8 Dec 2019)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
  • CF30 Customer (11 Oct 2016 to 8 Dec 2019)
• George Lyon Botha

  IRN GXB80005

  • SMF3 Executive Director (29 Jan 2021 to 31 Mar 2022)
• Hannah Pateman

  IRN HXP23454

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 11 Sep 2023)
  • [FCA CF] Functions requiring qualifications (since 11 Sep 2023)
• Ian Garrad

  IRN IXG01070

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (11 Apr 2018 to 8 Dec 2019)
• Jabir Sardharwalla

  IRN JXS01820

  • SMF3 Executive Director (27 Jan 2021 to 9 Apr 2026)

No changes recorded yet.