01202 660601 enquiries@skyboundfp.co.uk

Our Values

The way we see, colours everything we do....

As Chartered Financial Planners we are committed to setting, maintaining and supporting the highest ethical standards. We expect and welcome your scrutiny of our professional and personal integrity. The CII’s Code of Ethics is not just a by-product of our membership but blends our actions to our beliefs.

We believe the way to see success begins with how humanly we behave in our work.

Our clients

Our clients can expect:

  • protection
  • professionalism
  • courtesy and respect
  • time
  • empathy
  • advice that is concise and easy to understand
  • service

Our Charges

Our costs will be:

  • fair and reflect the work undertaken by us
  • transparent. Nothing will be hidden and there will be no sudden additional fees
  • consistent
  • revisited. Our charges will be altered as our service responds to changing needs

Equal Opportunities

All workers and job applicants will be treated equally and be given the same opportunities regardless of their age, sex, race, disability, sexual orientation, cultural or any other personal characteristic. SFP maintains all the practices and recommendations that are defined, within The Equality Act 2010.

Our Personnel

Individuals within SFP should expect:

  • a company committed to the correct work/life balance
  • a company committed to flexible working practices
  • an environment that is professional and stimulating
  • an environment that is encouraging and challenging
  • accommodation that is comfortable and safe
  • support in training and personal development
  • excellent remuneration

SFP expects its personnel to demonstrate:

  • a commitment to support and achieve company objectives
  • respect for work colleagues and clients alike
  • confidentiality
  • good communication
  • responsibility
  • initiative
  • a desire to learn and improve
  • sensible time-keeping
  • a smart dress sense

Our Management

We will integrate commercial and financial success with kindness and compassion. Our leadership will be:

  • approachable, accessible and listening
  • honest and decent
  • supportive
  • constructive
  • generous
  • discrete
  • true to its word

Our Community

We work and support many different charities giving both time and financial contribution. Our personnel are never refused if they ask for sponsorship. We wish to help.

The Next Move
To find out more, click here to contact us and request further details and a brochure.

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Skybound Financial Planning Ltd
Protecting tomorrow, together.

Registered office:
52 Parkstone Road,
Poole, Dorset, BH15 2PU

Telephone no: 01202 660601*
*If you are calling from a withheld number please dial: 1470 01202 660601

Company Registration No: 3116941
Country of registration is England

© Skybound Financial Planning LTD 2024. All rights reserved.

Skybound Financial Planning LTD is authorised and regulated by the Financial Conduct Authority, register no. 738070. The Financial Conduct Authority does not regulate Trust and Tax advice.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. Skybound Financial Planning LTD has no control or responsibility for links to external pages accessed from this website, or to where any subsequent links may lead.