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.

  • Robert Andrew Fortes

    IRN RAF01065

    • CF22 Investment Adviser (Trainee) (30 Jul 2003 to 23 Sep 2003)
  • Ronald McAllister

    IRN RXM00076

    • CF1 Director (AR) (21 Apr 2008 to 6 Nov 2009)
    • CF30 Customer (1 Nov 2007 to 21 Apr 2008)
    • CF21 Investment Adviser (23 Aug 2005 to 31 Oct 2007)
  • Ryan Edward Donaldson

    IRN RXD00415

    • 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 27 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Jun 2023)
  • Ryan Laurence Rispoli

    IRN RLR01039

    • CF30 Customer (14 Jun 2010 to 19 Nov 2010)
  • Scott Millar

    IRN SDM01169

    • CF30 Customer (1 Jun 2017 to 31 Jul 2018)
  • Shil Vijaykumar Shah

    IRN SXS05135

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 11 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 11 Feb 2026)
  • Simon Duane Venters

    IRN SDV00002

    • CF21 Investment Adviser (22 Sep 2004 to 25 May 2007)
  • Sonny Morgan

    IRN SXM02549

    • CF30 Customer (23 Jun 2010 to 16 Sep 2010)
  • Sophia Bhatti

    IRN SXB02332

    • CF30 Customer (5 Jul 2017 to 13 Dec 2017)
  • Stephen Charles Peters

    IRN SCP01083

    • CF30 Customer (5 Jan 2009 to 21 Dec 2009)
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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.