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.

• David John Radford

  IRN DJR01183

  • CF17 Significant Mgt (Other Business Operations) (12 Jul 2005 to 3 Apr 2006)
• David Jonathan Brown

  IRN DJB00092

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
• David Jones

  IRN DRJ00021

  • CF21 Investment Adviser (1 Dec 2001 to 30 Sep 2005)
• David Stevens

  IRN DRS01114

  • Responsible for Insurance Distribution (13 Mar 2020 to 14 Mar 2020)
  • SMF1 Chief Executive (13 Mar 2020 to 14 Mar 2020)
  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 26 Jun 2002)
• David Thomas James Evans

  IRN DTE01005

  • CF29 Significant management (28 Jan 2011 to 30 Apr 2011)
• David William Dullaway

  IRN DWD01050

  • CF28 Systems and controls (3 May 2018 to 12 Jun 2018)
• David William Nicholls

  IRN DWN01013

  • Responsible for Insurance Mediation (14 Jan 2005 to 31 Mar 2006)
  • CF10 Compliance Oversight (8 Jan 2002 to 31 Mar 2006)
  • CF14 Risk Assessment (8 Jan 2002 to 15 Nov 2004)
  • CF8 Apportionment and Oversight (8 Jan 2002 to 31 Mar 2006)
• Davina Barton

  IRN DXB01028

  • [FCA CF] Significant management (since 9 Aug 2024)
• Dean Shipman

  IRN DXS00004

  • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
• Deirdre Anne Davies

  IRN DXD80950

  • SMF5 Head of Internal Audit (27 Aug 2020 to 24 Oct 2025)

• RCN Membership Services Ltd (no longer appointed)

  FRN 429278 · Appointed 9 May 2005 · Until 1 Apr 2012

• Royal College of Midwives (RCM) (no longer appointed)

  FRN 429275 · Appointed 9 May 2005 · Until 29 Dec 2017

• The Royal Air Forces Association (no longer appointed)

  FRN 429276 · Appointed 9 May 2005 · Until 22 Jul 2016

• Transport And General Workers Union (no longer appointed)

  FRN 407085 · Appointed 9 May 2005 · Until 14 Sep 2009

• UNISON (no longer appointed)

  FRN 401803 · Appointed 9 May 2005 · Until 1 Jun 2012

• Association of Teachers & Lecturers (no longer appointed)

  FRN 409349 · Appointed 9 May 2005 · Until 31 Aug 2009

• Connect (no longer appointed)

  FRN 416915 · Appointed 9 May 2005 · Until 1 Aug 2009

• University and College Union (no longer appointed)

  FRN 409350 · Appointed 9 May 2005 · Until 16 Jun 2006

• Amicus (no longer appointed)

  FRN 404717 · Appointed 9 May 2005 · Until 14 Sep 2009

• Association for School and College Leaders (no longer appointed)

  FRN 409347 · Appointed 17 Mar 2005 · Until 1 Aug 2009

No changes recorded yet.