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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Nathan James Corcoran
IRN NJC00080
- CF30 Customer (30 Dec 2008 to 21 Oct 2013)
- CF21 Investment Adviser (23 Mar 2007 to 26 May 2007)
- CF22 Investment Adviser (Trainee) (4 Sep 2006 to 23 Mar 2007)
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Neil Andrew Bell
IRN NAB00017
- CF21 Investment Adviser (8 Jan 2002 to 29 Apr 2005)
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Nicholas Alfred Warr
IRN NXW21735
- [FCA CF] Significant management (since 31 Jul 2023)
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Nicholas Devon
IRN NXD00009
- CF21 Investment Adviser (8 Jan 2002 to 20 Nov 2005)
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Nicholas John Austin
IRN NJA01080
- CF29 Significant management (20 Nov 2014 to 1 Mar 2016)
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Nicholas Mark Flatters
IRN NMF00005
- CF21 Investment Adviser (3 Feb 2006 to 26 Apr 2007)
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Nicholas Patrick Stanmore
IRN NPS00014
- CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
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Nicola Jayne Short
IRN NJS01217
- CF30 Customer (23 Mar 2015 to 29 Sep 2017)
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Nigel Brian Welch
IRN NBW00004
- CF21 Investment Adviser (1 Dec 2001 to 25 Feb 2002)
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Nigel Desmond Crainey
IRN NDC01041
- CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 30 Jun 2002)
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.