Liverpool Victoria Financial Advice Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
County Gates-BournemouthDorsetBH1 2NFUNITED KINGDOM- Phone
- +448006816294
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Complaints Contact
County Gates-BournemouthDorsetBH1 2NFUNITED KINGDOM- Phone
- +4408000328280
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Pension Transfer Advice
For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit
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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
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- · 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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Alison Elizabeth Hutchinson
IRN AEH01041
- SMF7 Group Entity Senior Manager (17 Apr 2020 to 31 Mar 2022)
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Alison Osborn
IRN AXO00011
- CF21 Investment Adviser (8 Jan 2002 to 1 Oct 2003)
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Alison Suzanne Ward
IRN ASW01081
- CF28 Systems and controls (5 Oct 2009 to 2 Nov 2018)
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Alistair Hugh Lovatt Smith
IRN AHS01058
- CF14 Risk Assessment (15 Nov 2004 to 1 Dec 2006)
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Alistair Richard Nichol
IRN AXN00289
- [FCA CF] Significant management (14 Feb 2023 to 12 May 2023)
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Alister Adamson Campbell
IRN AAC00003
- CF22 Investment Adviser (Trainee) (1 Aug 2002 to 6 May 2003)
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Allan Stobo
IRN AXS00030
- CF21 Investment Adviser (8 Jan 2002 to 19 Apr 2002)
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Amanda Cook
IRN ALC01061
- CF21 Investment Adviser (2 Apr 2007 to 26 May 2007)
- CF22 Investment Adviser (Trainee) (4 Sep 2006 to 2 Apr 2007)
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Amanda Webb
IRN AXW00075
- CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
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Andrew Bossons
IRN AXB00032
- CF21 Investment Adviser (17 Mar 2006 to 20 Jul 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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National Association of Head Teachers (no longer appointed)
FRN 409345 · Appointed 1 Aug 2009 · Until 4 Nov 2011
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University and College Union (no longer appointed)
FRN 409350 · Appointed 16 Jun 2006 · Until 1 Aug 2009
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Public & Commercial Services Union (no longer appointed)
FRN 403529 · Appointed 9 May 2005 · Until 29 Dec 2017
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.