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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Mark Phillip Sage
IRN MPS00028
- CF21 Investment Adviser (1 Aug 2002 to 1 Oct 2003)
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Mark Russell Hanscomb
IRN MXH00518
- SMF24 Chief Operations (26 May 2022 to 31 Jan 2026)
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Mark Thomas McCulloch
IRN MTM00013
- CF21 Investment Adviser (27 Feb 2003 to 26 Mar 2007)
- CF22 Investment Adviser (Trainee) (18 Jun 2002 to 27 Feb 2003)
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Martess Sherwood
IRN MXS00008
- CF21 Investment Adviser (8 Jan 2002 to 27 Sep 2002)
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Martin James Clark
IRN MJC00092
- CF21 Investment Adviser (1 Dec 2001 to 4 Jun 2006)
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Martyn Scott
IRN MXS00262
- CF21 Investment Adviser (8 Jan 2002 to 26 May 2007)
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Mary Ann Stewart
IRN MAS01403
- [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
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Matthew John Bennett
IRN MXB43649
- [FCA CF] Significant management (9 Dec 2019 to 31 Aug 2020)
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Maxwell Colin Ledlie
IRN MCL01020
- SMF7 Group Entity Senior Manager (since 11 Jul 2022)
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Melvyn William Watt
IRN MWW01033
- CF2 Non Executive Director (22 Jan 2002 to 25 Mar 2008)
- CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 26 Jun 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.