SKYBOUND WEALTH MANAGEMENT LIMITED

Date authorised
1 April 2013
Companies House
04479650
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Alum House Suite 12
    Discovery Court Business Centre
    551/553 Wallisdown Road
    Poole
    BH12 5AG
    UNITED KINGDOM
    Phone
    +442071833505
    Web
    https://www.skyboundwealth.co.uk

  • Complaints Contact

    Alum House Suite 12
    Discovery Court Business Centre
    551/553 Wallisdown Road
    Poole
    BH12 5AG
    UNITED KINGDOM
    Phone
    +442071833505

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Professional, 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
    • · 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.
    • · 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 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, Structured Deposits, 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • 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, Structured Deposits, 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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, Structured Deposits, 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.

  • Christopher Douglas James Sheen

    IRN CXS00793

    • [FCA CF] Functions requiring qualifications (4 Aug 2025 to 30 Jan 2026)
    • [FCA CF] Client dealing (4 Aug 2025 to 30 Jan 2026)
  • Christopher Frederick Greaves

    IRN CXG00065

    • CF21 Investment Adviser (28 Apr 2005 to 27 Jun 2005)
  • Clare Louise Bruce

    IRN CLB01116

    • CF1 Director (19 Mar 2018 to 9 Jul 2018)
    • CF30 Customer (4 Nov 2013 to 17 Aug 2018)
  • Clare Rosario McCarthy

    IRN CXM00200

    • [FCA CF] Functions requiring qualifications (5 Jan 2021 to 27 Apr 2021)
  • Craig Dean Coyne

    IRN CDC00027

    • CF22 Investment Adviser (Trainee) (3 Sep 2003 to 23 Sep 2003)
  • Craig Richard Stokes

    IRN CRS00033

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
    • [FCA CF] Client dealing (since 4 Aug 2025)
    • SMF3 Executive Director (since 1 Aug 2025)
  • David Gibb Russel

    IRN DGR01071

    • CF30 Customer (21 May 2009 to 21 Dec 2009)
  • David Kennth Gordon Reed

    IRN DKR01023

    • CF30 Customer (9 Sep 2011 to 13 Jun 2012)
  • David Robert Howell

    IRN DRH00015

    • CF10 Compliance Oversight (28 Aug 2013 to 17 Nov 2016)
    • CF3 Chief Executive (4 Jun 2009 to 17 Nov 2016)
    • CF30 Customer (1 Nov 2007 to 25 Sep 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 17 Nov 2016)
    • CF1 Director (AR) (21 Jul 2004 to 10 Sep 2004)
    • CF21 Investment Adviser (22 Nov 2002 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (22 Nov 2002 to 22 May 2009)
    • CF8 Apportionment and Oversight (22 Nov 2002 to 31 Mar 2009)
    • CF1 Director (22 Nov 2002 to 17 Nov 2016)
  • David Whittingham

    IRN DXW00001

    • CF21 Investment Adviser (5 Sep 2003 to 29 Oct 2004)
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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.

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