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.

  • Dipak Bhagwanji Parekh

    IRN DBP00011

    • CF21 Investment Adviser (11 Dec 2002 to 17 Mar 2003)
  • Edmund Paul Anthony Teasdale

    IRN EXT00223

    • [FCA CF] Functions requiring qualifications (23 Jan 2025 to 2 Feb 2026)
    • [FCA CF] Client dealing (23 Jan 2025 to 2 Feb 2026)
  • Ethan Oliver Parkhouse

    IRN EXP00209

    • 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 6 Sep 2023)
    • [FCA CF] Functions requiring qualifications (since 6 Sep 2023)
  • Faisel Jamshaid Mahboob

    IRN FJM01068

    • Responsibility for MCD Intermediation (29 Nov 2021 to 20 May 2024)
    • Responsible for Insurance Distribution (29 Nov 2021 to 20 May 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 20 May 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 May 2024)
    • CF11 Money Laundering Reporting (16 Jul 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (16 Jul 2019 to 8 Dec 2019)
  • Fiona Neill

    IRN FXN01177

    • 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)
    • SMF3 Executive Director (1 Dec 2021 to 25 Oct 2023)
    • CF30 Customer (28 Jul 2018 to 8 Dec 2019)
  • Francis Ball

    IRN FXB01188

    • CF30 Customer (1 Nov 2007 to 10 Apr 2013)
    • CF21 Investment Adviser (4 Oct 2006 to 31 Oct 2007)
  • Gareth Anthony William Harris

    IRN GAH01129

    • CF30 Customer (2 Jan 2013 to 5 Jul 2013)
  • Gary Paul Cartwright

    IRN GXC00059

    • CF30 Customer (1 Nov 2007 to 29 Dec 2008)
    • CF7 Sole Trader (AR) (27 Sep 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (21 Jun 2004 to 14 Jul 2004)
  • Gavin Alexander Pluck

    IRN GAP01068

    • CF29 Significant management (22 May 2009 to 6 Nov 2009)
  • Gemma Lee Williams

    IRN GLD01027

    • CF30 Customer (26 Jul 2012 to 19 Jul 2013)
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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.