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.

• Jonathan Paul Baker

  IRN JPB00027

  • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
• Jonathan Stuart McCullough

  IRN JSM00007

  • CF21 Investment Adviser (8 Jan 2002 to 1 Oct 2003)
• Jonathan Trevor Anderson

  IRN JTA01010

  • CF28 Systems and controls (19 May 2014 to 31 May 2018)
• Jordan Ettridge

  IRN JXE00090

  • [FCA CF] Client dealing (19 Feb 2024 to 2 Jan 2026)
  • [FCA CF] Functions requiring qualifications (19 Feb 2024 to 2 Jan 2026)
• Joseph Francis Nabie

  IRN JFN00002

  • CF21 Investment Adviser (8 Jan 2002 to 31 May 2002)
• Josephine Ann Arnold

  IRN JAA00006

  • CF21 Investment Adviser (8 Jan 2002 to 5 Sep 2003)
• Judith Anne Blades

  IRN JAB01301

  • CF21 Investment Adviser (2 Jul 2002 to 5 Nov 2002)
• Julie Reffin

  IRN JXR00141

  • CF21 Investment Adviser (16 Aug 2002 to 30 Dec 2003)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 16 Aug 2002)
• Justin Barnes Arnold Tuck

  IRN JBT00006

  • CF21 Investment Adviser (9 Jan 2004 to 26 May 2007)
  • CF22 Investment Adviser (Trainee) (9 Jun 2003 to 9 Jan 2004)
• Justin Jeffrey Bullimore

  IRN JXB00246

  • CF21 Investment Adviser (18 Feb 2004 to 15 Apr 2004)
  • CF22 Investment Adviser (Trainee) (17 Jun 2003 to 18 Feb 2004)

• 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.