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.

• Nikesh Shantilal Mistry

  IRN NXM00717

  • SMF5 Head of Internal Audit (since 8 Apr 2026)
• Nina Black

  IRN NXB00141

  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 24 Jun 2024)
• Niraj Niranjan Vyas

  IRN NNV00002

  • CF16 Significant Mgt (Desgntd Investment Business) (24 Sep 2004 to 3 Apr 2006)
  • CF21 Investment Adviser (25 Sep 2002 to 1 Oct 2003)
• Oliver Ben White

  IRN OBW01001

  • [FCA CF] Client dealing (9 Dec 2019 to 14 Aug 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Aug 2020)
  • CF30 Customer (28 Nov 2019 to 8 Dec 2019)
• Oliver Wilson

  IRN OXW00095

  • [FCA CF] Significant management (since 4 Nov 2024)
• Pardeep Sharma

  IRN PXS01483

  • CF21 Investment Adviser (11 May 2006 to 26 Apr 2007)
• Paul Alan Treby

  IRN PAT00004

  • CF21 Investment Adviser (8 Jan 2002 to 31 Oct 2002)
• Paul Andrew Garfitt

  IRN PAG00067

  • CF22 Investment Adviser (Trainee) (1 May 2005 to 21 Apr 2006)
• Paul Anthony Goddard

  IRN PAG00017

  • CF21 Investment Adviser (1 Dec 2001 to 2 Aug 2002)
• Paul Burden

  IRN PXB00260

  • CF28 Systems and controls (1 Nov 2007 to 5 Oct 2009)
  • CF15 Internal Audit (8 Jan 2002 to 31 Oct 2007)

• 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.