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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Andrew David Gaisford
IRN ADG00003
- CF21 Investment Adviser (9 May 2006 to 26 Apr 2007)
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Andrew David Stowell
IRN ADS00064
- CF22 Investment Adviser (Trainee) (15 Jul 2004 to 16 Dec 2005)
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Andrew Harley Thomson
IRN AHT00006
- CF21 Investment Adviser (1 Dec 2001 to 6 May 2005)
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Andrew James Collins
IRN AXC00994
- [FCA CF] Manager of certification employee (since 19 Jul 2024)
- [FCA CF] Significant management (since 24 Jan 2023)
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Andrew James Young
IRN AJY01020
- [FCA CF] Manager of certification employee (9 Dec 2019 to 28 Feb 2021)
- [FCA CF] Significant management (9 Dec 2019 to 28 Feb 2021)
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Andrew Jenkins
IRN AXJ00028
- CF22 Investment Adviser (Trainee) (8 Jan 2002 to 18 Aug 2002)
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Andrew Mark Parsons
IRN AMP01157
- CF1 Director (12 Jun 2017 to 30 Nov 2019)
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Andrew Peter Greenwood
IRN APG00019
- CF21 Investment Adviser (12 Oct 2002 to 23 Jul 2004)
- CF22 Investment Adviser (Trainee) (24 Jan 2002 to 12 Oct 2002)
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Andrew Peter Springall
IRN APS00038
- CF21 Investment Adviser (8 Jan 2002 to 31 Jul 2002)
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Andrew Roy Mackay
IRN AXM00233
- CF21 Investment Adviser (12 Jul 2006 to 26 Apr 2007)
- CF22 Investment Adviser (Trainee) (23 Sep 2005 to 12 Jul 2006)
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.