Skybound Financial Planning Limited

Reference number: 738070

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When skyboundfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 660601 is
  • Who else gives the postcode BH15 2PU
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • SFP Trading name
  • Skybound FP Trading name
  • The Legal Brokerage Limited Former name
  • SBFP Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03116941
Company status
Active
Company type
Private limited company
Incorporated
23 October 1995 (31 years old)
Registered office
Solent Business Park 4500 Parkway, Whiteley, Fareham, PO15 7AZ, England
Nature of business
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Robert Underwood Director May 1983 27 Feb 2026 33 other companies
Jason Edwards Director Mar 1974 27 Feb 2026 15 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
37
closed down
10
are FCA-registered
10

In the full report: all 37 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 10 on the FCA register
  • The 11 companies these 2 directors run together
  • All 13 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Full accountsAudited

Turnover

£2.88m

Not compared: the previous accounts cover a different length of time

Profit before tax

£305k

Not compared: the previous accounts cover a different length of time

Net assets

£2.03m

+175% from £736k

Cash at bank

£457k

−44% from £813k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 03116941. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Skybound Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (10) All events (43)

2026

27 February 2026

  • Board replaced: all 3 directors left and 2 new directors took over
  • Saltus Financial Planning Limited took control (75–100% of shares)
  • Skybound Partners Limited gave up control

Companies House

2022

11 April 2022

  • Changed its registered name from "The Legal Brokerage Limited"

FCA register

2020

31 July 2020

  • David James Wheildon stopped being a part-owner
  • Skybound Partners Limited took control (75–100% of shares)

Companies House

2016

11 October 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

6 April 2016

  • David James Wheildon became a part-owner (25–50% of shares)

Companies House

1995

23 October 1995

  • Incorporated at Companies House

Companies House

In the full report: all 43 events

  • All 43 events in its history (10 shown here)
  • Every director appointment and resignation: 24
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Firms connected to Skybound Financial Planning

Other FCA-listed firms that share a director, phone number or address with Skybound Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
10
share a director
10

In the full report: all 10 connected firms, named

  • How each is linked: shared directors (10)
  • Who links each one: the named directors, with dates
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Firms like Skybound Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Poole

Apex Cb Financial Planning LimitedPooleAuthorisedBaggette & Company Wealth Management LimitedPooleAuthorisedBaker Davies LtdPooleAuthorisedBlue Pebble Finance LimitedPooleAuthorisedBlue Sky Financial Planning LimitedPooleAuthorisedChristopher NewcombePooleAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Skybound Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 37 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 10 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Skybound Financial Planning Limited FCA authorised?
Yes, Skybound Financial Planning Limited (FRN 738070) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Skybound Financial Planning’s phone number and website?
The FCA register lists the phone number 01202 660601 and the website skyboundfp.co.uk for Skybound Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Skybound Financial Planning a scam or clone?
Skybound Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Skybound Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Skybound Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Skybound Financial Planning?
Skybound Financial Planning is owned by Saltus Financial Planning Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 February 2026. Before that, it was controlled by Mr David James Wheildon and Skybound Partners Limited.
Who runs Skybound Financial Planning?
Companies House lists 2 directors of Skybound Financial Planning: Daniel Robert Underwood and Jason Edwards.
How long has Skybound Financial Planning been in business?
The company was formed on 23 October 1995, and has held its current FCA authorisation since October 2016.
What do Skybound Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2023, show turnover of £2.88m (not compared: the previous accounts cover a different length of time) and profit before tax of £305k (not compared: the previous accounts cover a different length of time).
Does Skybound Financial Planning use any other names?
It trades as SFP and Skybound FP. It has previously used 2 other names: The Legal Brokerage Limited and SBFP.

Sources and links

The full report on Skybound Financial Planning Limited

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