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.

• Gail Elizabeth Dixon

  IRN GED00004

  • CF21 Investment Adviser (26 May 2005 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (15 Jul 2004 to 26 May 2005)
• Gareth Glyn John

  IRN GGJ00003

  • CF21 Investment Adviser (1 Dec 2001 to 26 Apr 2007)
• Gavin Hill

  IRN GMH00038

  • CF21 Investment Adviser (8 Jan 2002 to 22 Dec 2004)
• George Morris Owen

  IRN GMO00001

  • CF21 Investment Adviser (8 Jan 2002 to 23 Aug 2002)
• Georgina Farrell

  IRN GXF01506

  • SMF18 Other Overall Responsibility (14 Feb 2022 to 25 Jul 2022)
  • SMF24 Chief Operations (19 Nov 2020 to 14 Feb 2022)
  • CF29 Significant management (7 Dec 2018 to 8 Dec 2019)
• Geraldine Mary Collie

  IRN GXC43644

  • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2020)
• Glen Forrest

  IRN GXF00050

  • CF21 Investment Adviser (8 Feb 2005 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (15 Jul 2004 to 8 Feb 2005)
• Graeme Arthur Heavens

  IRN GAH00012

  • CF21 Investment Adviser (1 Sep 2003 to 24 Aug 2006)
  • CF22 Investment Adviser (Trainee) (11 Sep 2002 to 1 Sep 2003)
• Graham John Edwards

  IRN GJE00011

  • CF21 Investment Adviser (28 Jan 2003 to 8 Nov 2005)
  • CF22 Investment Adviser (Trainee) (10 Jul 2002 to 28 Jan 2003)
• Graham John Porter

  IRN GJP00032

  • CF21 Investment Adviser (8 Jan 2002 to 8 Apr 2004)

• 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.