Liverpool Victoria Financial Advice Services Limited

• Principal Place of Business

  County Gates

  -

  Bournemouth

  Dorset

  BH1 2NF

  UNITED KINGDOM

  Phone

  +448006816294

  Web

  https://www.lv.com

• Complaints Contact

  County Gates

  -

  Bournemouth

  Dorset

  BH1 2NF

  UNITED KINGDOM

  Phone

  +4408000328280

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

• 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, Unit, Warrant

  Show 1 limitation Hide 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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, Unit, Warrant

  Show 1 limitation Hide 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• 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, Unit, Warrant

  Show 1 limitation Hide 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.

• Delicia Thomas

  IRN DTT01011

  • CF30 Customer (30 Dec 2008 to 1 Dec 2010)
  • CF22 Investment Adviser (Trainee) (25 Jun 2004 to 12 Oct 2004)
• Derek John Ball

  IRN DJB00058

  • CF16 Significant Mgt (Desgntd Investment Business) (8 Jan 2002 to 31 May 2005)
  • CF21 Investment Adviser (8 Jan 2002 to 31 May 2002)
• Derek William Baker

  IRN DWB00033

  • CF21 Investment Adviser (7 Mar 2003 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (1 Aug 2002 to 7 Mar 2003)
• Dermot James Cashin

  IRN DJC00097

  • CF21 Investment Adviser (8 Jan 2002 to 22 Aug 2006)
• Dominic Charles Reynolds

  IRN DCR00011

  • CF21 Investment Adviser (1 Dec 2001 to 8 Apr 2002)
• Dominic Paul Payne de Cramilly

  IRN DPP00013

  • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
• Douglas John Reith Gordon

  IRN DJG00091

  • CF16 Significant Mgt (Desgntd Investment Business) (15 Feb 2006 to 3 Apr 2006)
  • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 22 Aug 2002)
• Dylan Trainer

  IRN DXT00326

  • [FCA CF] Significant management (since 30 Aug 2023)
• Elaina Galkina

  IRN EVG01012

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 14 Jul 2025)
  • [FCA CF] Client dealing (since 19 Jan 2024)
  • [FCA CF] Functions requiring qualifications (19 Jan 2024 to 13 Jul 2025)
  • [FCA CF] Client dealing (1 Feb 2022 to 1 Mar 2022)
  • CF30 Customer (24 Jul 2018 to 8 Dec 2019)
• Eleanor Atley

  IRN EJA01050

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 May 2015 to 8 Dec 2019)

• Vivat Finance Ltd (no longer appointed)

  FRN 524497 · Appointed 3 Apr 2012 · Until 14 Apr 2014

• Crewise Card Ltd (no longer appointed)

  FRN 531355 · Appointed 10 Sep 2010 · Until 17 Aug 2011

• Dianomi Ltd (no longer appointed)

  FRN 500292 · Appointed 8 Oct 2009 · Until 30 Aug 2011

• UNITE (no longer appointed)

  FRN 468071 · Appointed 16 Sep 2009 · Until 18 Sep 2012

• National Association of Head Teachers (no longer appointed)

  FRN 409345 · Appointed 1 Aug 2009 · Until 4 Nov 2011

• Gmb (no longer appointed)

  FRN 404718 · Appointed 8 Aug 2006 · Until 22 Jul 2016

• University and College Union (no longer appointed)

  FRN 409350 · Appointed 16 Jun 2006 · Until 1 Aug 2009

• GMB Scotland (no longer appointed)

  FRN 429277 · Appointed 9 May 2005 · Until 22 Jul 2016

• Prospect (no longer appointed)

  FRN 403532 · Appointed 9 May 2005 · Until 22 Jul 2016

• Public & Commercial Services Union (no longer appointed)

  FRN 403529 · Appointed 9 May 2005 · Until 29 Dec 2017

No changes recorded yet.