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
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- · 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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Laura Louise Johnston
IRN LXJ43648
- [FCA CF] Manager of certification employee (1 Mar 2020 to 3 Dec 2020)
- [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2022)
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Laurence Justin Gould
IRN LJG00010
- CF22 Investment Adviser (Trainee) (23 Nov 2004 to 21 Sep 2005)
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Lawrence Neville Down
IRN LND01009
- CF30 Customer (16 Sep 2014 to 29 Mar 2019)
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Leah Clancy
IRN LXC00075
- [FCA CF] Significant management (14 Aug 2020 to 19 Mar 2021)
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Lee Frederick Taylor
IRN LFT00002
- CF21 Investment Adviser (11 Aug 2003 to 26 Apr 2007)
- CF22 Investment Adviser (Trainee) (14 Jun 2002 to 11 Aug 2003)
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Lee Robert Wright
IRN LRW00002
- CF21 Investment Adviser (8 Jan 2002 to 6 Dec 2002)
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Leslie William Harrow
IRN LWH00002
- CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2002)
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Liam Hickinson
IRN LXH00157
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 9 Dec 2024)
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Lindsay Charles Tideswell
IRN LCT00003
- CF21 Investment Adviser (1 Dec 2001 to 12 Apr 2002)
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Lisa Jane Stroud
IRN LXS55783
- [FCA CF] Significant management (since 3 Feb 2023)
- [FCA CF] Manager of certification employee (since 3 Feb 2023)
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.