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.

• Raymond Dennis Boon

  IRN RDB00005

  • CF21 Investment Adviser (11 Jan 2007 to 26 Apr 2007)
• Rebekka Aggas

  IRN RXA00396

  • [FCA CF] Significant management (since 1 Mar 2023)
• Ricardo Cesare Bernado Zanelli

  IRN RCZ00002

  • CF30 Customer (30 Dec 2008 to 2 Nov 2009)
• Richard Alexander Rowney

  IRN RAR01116

  • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2019)
  • CF1 Director (10 May 2019 to 8 Dec 2019)
  • CF3 Chief Executive (10 May 2019 to 8 Dec 2019)
  • Responsible for Insurance Distribution (10 May 2019 to 31 Dec 2019)
  • Responsible for Insurance Mediation (16 Jul 2015 to 4 Nov 2016)
  • CF29 Significant management (1 Nov 2007 to 23 Apr 2010)
  • CF17 Significant Mgt (Other Business Operations) (20 Feb 2007 to 31 Oct 2007)
• Richard Anthony Warner

  IRN RAW01204

  • SMF24 Chief Operations (9 Dec 2019 to 1 Mar 2020)
  • CF29 Significant management (2 Mar 2011 to 8 Dec 2019)
• Richard Brown

  IRN RXB00158

  • [FCA CF] Significant management (since 8 Apr 2022)
• Richard Gilbert Nice

  IRN RGN00005

  • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 24 Aug 2004)
• Richard Michael Brown

  IRN RXB00206

  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 4 Nov 2024)
• Richard Peter Lavell

  IRN RPL01028

  • CF30 Customer (30 Dec 2008 to 6 Aug 2010)
• Ritchie James Nash

  IRN RJN00003

  • CF22 Investment Adviser (Trainee) (17 Sep 2002 to 12 May 2003)

• 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.