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.

  • Paul Lindsay Breaks

    IRN PLB00006

    • CF21 Investment Adviser (3 Jun 2004 to 27 Jun 2005)
  • Penny Catherine Smith

    IRN PCS00012

    • CF30 Customer (1 Nov 2007 to 17 Jan 2008)
    • CF21 Investment Adviser (12 Dec 2002 to 31 Oct 2007)
  • Peter Gollogly

    IRN PXG01893

    • 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 5 Jan 2021)
    • [FCA CF] Client dealing (since 5 Jan 2021)
  • Rachel Jeanne Howell

    IRN RJH00111

    • SMF3 Executive Director (9 Dec 2019 to 16 Apr 2020)
    • CF1 Director (10 May 2019 to 8 Dec 2019)
    • CF1 Director (AR) (28 Apr 2008 to 6 Nov 2009)
  • Rachel Kieswetter

    IRN RXK01902

    • CF1 Director (28 Dec 2017 to 17 May 2019)
    • CF30 Customer (16 Jun 2015 to 6 Dec 2017)
  • Rachel Sophie Disney

    IRN RXD00246

    • [FCA CF] Client dealing (16 Jan 2024 to 6 Feb 2026)
    • [FCA CF] Functions requiring qualifications (29 Jul 2021 to 6 Feb 2026)
  • Rebecca Louise Ellis

    IRN RLE01038

    • CF1 Director (24 Nov 2017 to 28 Feb 2018)
    • CF30 Customer (24 Nov 2017 to 26 Jun 2018)
  • Richard Ian Craddock

    IRN RIC00007

    • CF21 Investment Adviser (8 Apr 2003 to 27 Jun 2005)
  • Richard Matthew Lent

    IRN RML01082

    • CF30 Customer (16 Sep 2010 to 28 Mar 2013)
  • Richard Vokes

    IRN RXV01210

    • CF30 Customer (2 May 2013 to 12 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.