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.

• Louise Bevan

  IRN LXB01372

  • CF30 Customer (30 Dec 2008 to 9 Nov 2009)
• Luke Savage

  IRN LXS01261

  • SMF7 Group Entity Senior Manager (4 May 2020 to 31 Mar 2022)
• Lynzi Harrison

  IRN LXH01632

  • SMF18 Other Overall Responsibility (26 Nov 2020 to 1 Oct 2021)
• Malcolm Leonard Berryman

  IRN MLB01057

  • CF1 Director (11 Jan 2002 to 31 Dec 2005)
  • CF8 Apportionment and Oversight (11 Jan 2002 to 5 Dec 2005)
• Malcolm Thomas George

  IRN MTG00011

  • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 30 May 2003)
• Marc Barnes

  IRN MXB01657

  • CF21 Investment Adviser (9 Apr 2002 to 29 Apr 2005)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 9 Apr 2002)
• Marc Stuart Perry

  IRN MSP00021

  • Responsible for Insurance Distribution (since 27 Jan 2023)
  • SMF1 Chief Executive (since 27 Jan 2023)
• Marco Bittante

  IRN MXB00145

  • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
• Mark Barden

  IRN MAB01252

  • CF21 Investment Adviser (5 Jun 2006 to 26 Apr 2007)
• Mark Blanchfield

  IRN MXB00323

  • [FCA CF] Manager of certification employee (since 21 Feb 2022)
  • [FCA CF] Functions requiring qualifications (23 May 2024 to 31 Dec 2024)

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No changes recorded yet.