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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Iain Anthony Angus Cherry
IRN IXC00044
- CF21 Investment Adviser (8 Jan 2002 to 30 Jun 2006)
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Iain Lloyd Clark
IRN ILC01015
- Responsible for Insurance Mediation (30 Sep 2013 to 1 Sep 2014)
- CF29 Significant management (14 Jul 2011 to 1 Sep 2014)
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Iain Stewart Black
IRN ISB01013
- CF17 Significant Mgt (Other Business Operations) (8 Jul 2002 to 26 Jun 2002)
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Ian Andrew Nicholls
IRN IAN00001
- CF21 Investment Adviser (9 Nov 2006 to 26 Apr 2007)
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Ian Andrews
IRN IXA00149
- [FCA CF] Significant management (since 8 Sep 2023)
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Ian Bruce Owen
IRN IBO01001
- CF17 Significant Mgt (Other Business Operations) (5 Jul 2005 to 3 Apr 2006)
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Ian David Kennedy
IRN IDK01006
- CF17 Significant Mgt (Other Business Operations) (8 Mar 2004 to 1 Oct 2005)
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Ian Derek Cordwell
IRN IDC01036
- CF1 Director (11 Jan 2002 to 21 Nov 2006)
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Ian Dunning
IRN IXD00010
- CF21 Investment Adviser (1 Dec 2001 to 15 Aug 2003)
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Ian Heeley
IRN IXH00048
- [FCA CF] Significant management (14 Dec 2020 to 5 Aug 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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RCN Membership Services Ltd (no longer appointed)
FRN 429278 · Appointed 9 May 2005 · Until 1 Apr 2012
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Royal College of Midwives (RCM) (no longer appointed)
FRN 429275 · Appointed 9 May 2005 · Until 29 Dec 2017
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The Royal Air Forces Association (no longer appointed)
FRN 429276 · Appointed 9 May 2005 · Until 22 Jul 2016
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Transport And General Workers Union (no longer appointed)
FRN 407085 · Appointed 9 May 2005 · Until 14 Sep 2009
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Association of Teachers & Lecturers (no longer appointed)
FRN 409349 · Appointed 9 May 2005 · Until 31 Aug 2009
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University and College Union (no longer appointed)
FRN 409350 · Appointed 9 May 2005 · Until 16 Jun 2006
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Association for School and College Leaders (no longer appointed)
FRN 409347 · Appointed 17 Mar 2005 · Until 1 Aug 2009
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.