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.

• John Maddick

  IRN JXM00199

  • CF21 Investment Adviser (12 Aug 2002 to 1 Oct 2003)
• John Martin Chasty

  IRN JXC43646

  • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2020)
• John Paul Bannon

  IRN JPB01158

  • CF29 Significant management (1 Nov 2007 to 12 Nov 2007)
  • CF17 Significant Mgt (Other Business Operations) (1 Apr 2003 to 31 Oct 2007)
• John Paul Seiche

  IRN JPS00036

  • CF21 Investment Adviser (4 Oct 2005 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (1 May 2005 to 4 Oct 2005)
• John Thomas Woolhouse

  IRN JTW01022

  • CF8 Apportionment and Oversight (27 Feb 2006 to 5 Jun 2006)
• John Trevor Perks

  IRN JTP00009

  • Responsible for Insurance Distribution (1 Oct 2018 to 25 Feb 2019)
  • Responsible for Insurance Mediation (2 Sep 2016 to 30 Sep 2018)
  • CF3 Chief Executive (2 Sep 2016 to 25 Feb 2019)
  • CF1 Director (1 Mar 2016 to 25 Feb 2019)
  • CF29 Significant management (28 Jan 2011 to 1 Mar 2016)
• John William Dainton

  IRN JWD01041

  • CF21 Investment Adviser (12 Aug 2002 to 31 Jan 2003)
• Jonathan Havard

  IRN JXH00299

  • CF30 Customer (15 Apr 2010 to 6 Apr 2012)
  • CF21 Investment Adviser (8 Jan 2002 to 6 Jan 2006)
• Jonathan James Bryan

  IRN JJB00037

  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2003)
• Jonathan Lee Turner

  IRN JLT01065

  • CF30 Customer (18 Dec 2013 to 15 May 2018)

• 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.