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

  Show 2 limitations Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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 Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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.

• Jason Edwards

  IRN JXE00051

  • SMF16 Compliance Oversight (since 8 Apr 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 8 Apr 2026)
  • SMF3 Executive Director (since 8 Apr 2026)
• John Richard Thorpe

  IRN JRT00026

  • SMF3 Executive Director (9 Dec 2019 to 1 Jan 2022)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
• Karen Medlen

  IRN KXP00002

  • [FCA CF] Manager of certification employee (since 1 Jan 2023)
• Louise Dympna Thorpe

  IRN LDT01025

  • SMF3 Executive Director (9 Dec 2019 to 31 Jul 2020)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
• Mark Simon Wilson

  IRN MSW00005

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
  • CF30 Customer (11 Oct 2016 to 8 Dec 2019)
• Matthew Richard Ransom

  IRN MXR00870

  • [FCA CF] Functions requiring qualifications (10 Apr 2024 to 5 May 2025)
  • [FCA CF] Client dealing (10 Apr 2024 to 5 May 2025)
• Nigel Charles Carter

  IRN NCC00014

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Dec 2022)
  • CF30 Customer (11 Oct 2016 to 8 Dec 2019)
• Patrick Christopher Paul O'Neill

  IRN PCO01014

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2023)
  • CF30 Customer (11 Oct 2016 to 8 Dec 2019)
• Paul Andrew Payne

  IRN PAP00014

  • CF30 Customer (11 Oct 2016 to 19 Mar 2018)

No changes recorded yet.