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.

  • Iain Charles Howell

    IRN ICH01034

    • CF28 Systems and controls (22 May 2009 to 14 Aug 2013)
  • Ian Cleghorn

    IRN IXC00023

    • CF30 Customer (1 Nov 2007 to 17 Dec 2007)
    • CF21 Investment Adviser (16 Jun 2004 to 14 Jul 2004)
  • Ian Michael Sweet

    IRN IMS01066

    • SMF1 Chief Executive (18 Oct 2023 to 1 May 2024)
    • CF30 Customer (9 Jun 2010 to 22 Dec 2010)
    • CF29 Significant management (27 May 2009 to 6 Nov 2009)
  • Jack Stanley Lamb

    IRN JXL00891

    • 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 20 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 20 Jan 2025)
  • James Andrew Kershaw

    IRN JAK00013

    • CF1 Director (AR) (23 Mar 2004 to 29 Oct 2004)
    • CF21 Investment Adviser (29 Nov 2002 to 29 Oct 2004)
  • James William Nicholas

    IRN JXN00312

    • [FCA CF] Functions requiring qualifications (20 Feb 2024 to 1 Aug 2024)
    • [FCA CF] Client dealing (20 Feb 2024 to 1 Aug 2024)
  • Jamie Thomas Proctor

    IRN JXP01088

    • 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 Sep 2025)
    • [FCA CF] Client dealing (since 9 Sep 2025)
  • Jeff Alexander Pollock

    IRN JXP00048

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 26 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 26 Sep 2020)
  • John Bell

    IRN JXB02851

    • CF30 Customer (26 Jul 2012 to 25 Apr 2013)
  • John Edward Hasberry

    IRN JEH01221

    • CF1 Director (22 May 2009 to 17 Nov 2016)
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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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