Liverpool Victoria Financial Advice Services Limited

Date authorised
1 April 2013
Companies House
03027145
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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.

  • Siobhan Kate Louise Lee

    IRN SXL75342

    • [FCA CF] Significant management (7 Nov 2022 to 19 Mar 2024)
  • Sonia Louise Miller

    IRN SLW00009

    • CF21 Investment Adviser (8 Jan 2002 to 31 Jul 2002)
  • Stephen Carr

    IRN SXC00862

    • [FCA CF] Significant management (since 22 Aug 2022)
  • Stephen James Fry

    IRN FXS00023

    • CF21 Investment Adviser (28 Feb 2007 to 26 Apr 2007)
  • Stephen John Robinson

    IRN SJR00060

    • CF21 Investment Adviser (1 Dec 2001 to 26 Apr 2007)
  • Stephen John Scrivens

    IRN SJS00019

    • CF21 Investment Adviser (8 Jan 2002 to 31 Aug 2002)
  • Stephen John Webster

    IRN SJW01184

    • CF17 Significant Mgt (Other Business Operations) (18 Feb 2002 to 28 Feb 2003)
    • CF13 Finance (8 Jan 2002 to 18 Feb 2002)
  • Stephen Keith Percival

    IRN SKP01046

    • SMF2 Chief Finance (since 26 Jul 2023)
    • SMF3 Executive Director (since 26 Jul 2023)
  • Stephen Paul Andrew Knight

    IRN SAK01020

    • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2020)
    • CF29 Significant management (28 Jan 2011 to 1 Jan 2017)
  • Stephen Robert Haynes

    IRN SRH01114

    • CF1 Director (14 Nov 2011 to 31 Dec 2017)
    • CF28 Systems and controls (25 Oct 2011 to 31 Dec 2017)
    • CF29 Significant management (28 Jan 2011 to 21 Sep 2011)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • 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

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.