Skyridge Financial Planning LLP

Reference number: 612155

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

2 Plan Wealth Management Limited Reference number: 461598 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Skyridge Financial Planning LLP (FRN 612155) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Skyridge Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Skyridge Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 skyridgefinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 07771 606125 is
  • Who else gives the postcode KY12 8NE
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
SO304640
Company status
Active
Company type
Limited liability partnership
Incorporated
22 October 2013 (13 years old)
Registered office
Torridon House, 1 Torridon Lane, Rosyth, Fife, KY11 2EU

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Turnbull LLP designated member Mar 1980 22 Oct 2013 1 other company
David John Mcniven LLP designated member Oct 1965 27 Jan 2014 1 other company

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
2
still active
2

In the full report: all 2 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
  • All 3 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

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

Key events (6) All events (12)

2022

3 October 2022

  • Craig George Brown stopped being a part-owner

Companies House

2016

6 April 2016

  • Craig George Brown became a part-owner (25–50% of shares)
  • David John McNiven became a part-owner (25–50% of shares)
  • Robert Turnbull became a part-owner (25–50% of shares)

Companies House

2013

20 December 2013

  • Became an appointed representative

FCA register

22 October 2013

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 6
Instant PDF download

Firms like Skyridge Financial Planning

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

In Dunfermline

Bay Financial Planning LtdDunfermlineAppointed representativeCarnethy Wealth LtdDunfermlineAppointed representativeChristopher McMasterDunfermlineAppointed representativeJim McArthur Independent Financial Services LimitedDunfermlineAppointed representativeLinzi MageeDunfermlineAppointed representativePlanwise Financial Services LtdDunfermlineAppointed representative

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 Skyridge Financial Planning

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 12 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Skyridge Financial Planning LLP FCA authorised?
Skyridge Financial Planning LLP (FRN 612155) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Skyridge Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Skyridge Financial Planning LLP (FRN 612155) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Skyridge Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Skyridge Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Skyridge Financial Planning’s phone number and website?
The FCA register lists the phone number 07771 606125 and the website skyridgefinancial.co.uk for Skyridge Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Skyridge Financial Planning a scam or clone?
Skyridge 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 Skyridge Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Skyridge Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Skyridge Financial Planning?
Companies House lists 2 people with significant control of Skyridge Financial Planning: Mr Robert Turnbull (25–50% of surplus assets) and Mr David John McNiven (25–50% of surplus assets). Before that, it was controlled by Mr Craig George Brown.
Who runs Skyridge Financial Planning?
Companies House lists 2 directors of Skyridge Financial Planning: Robert Turnbull and David John McNiven.
How long has Skyridge Financial Planning been in business?
The company was formed on 22 October 2013.

Sources and links

The full report on Skyridge Financial Planning LLP

£19.99 · Instant PDF download

Loading secure checkout…