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.

  • Joseph Robert Samuel Musson

    IRN JXM16236

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Aug 2020)
  • Joshua Alexander Clancey

    IRN JXC03513

    • 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] Client dealing (since 11 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 11 Feb 2026)
  • Joshua James Burton

    IRN JXB90610

    • SMF3 Executive Director (since 19 Oct 2023)
    • SMF3 Executive Director (1 Dec 2021 to 1 Feb 2022)
  • Katie Dawn Dance

    IRN KDD01020

    • CF30 Customer (8 Jul 2013 to 27 Nov 2013)
  • Kelman Duncan Chambers

    IRN KDC00001

    • 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] Functions requiring qualifications (since 6 May 2025)
    • [FCA CF] Client dealing (since 6 May 2025)
  • Kevin Stephen Guy

    IRN KSG01035

    • CF11 Money Laundering Reporting (22 May 2009 to 27 Aug 2013)
    • CF10 Compliance Oversight (22 May 2009 to 27 Aug 2013)
  • Leslie Thomas Gregory

    IRN LTG00002

    • CF21 Investment Adviser (10 Dec 2002 to 2 Jul 2003)
  • Lisa Diane Dean

    IRN LDD01023

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 20 Apr 2020)
    • SMF16 Compliance Oversight (9 Dec 2019 to 20 Apr 2020)
    • CF11 Money Laundering Reporting (28 Dec 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (28 Dec 2016 to 8 Dec 2019)
  • Lisa Jane Curran

    IRN LJC01103

    • CF22 Investment Adviser (Trainee) (30 Jul 2003 to 23 Sep 2003)
  • Luke George Norman Stanley

    IRN LGS01020

    • CF30 Customer (5 Oct 2012 to 4 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.