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.

• Siobhan Kate Louise Lee

  IRN SXL75342

  • [FCA CF] Significant management (7 Nov 2022 to 19 Mar 2024)
• Sonia Louise Miller

  IRN SLW00009

  • CF21 Investment Adviser (8 Jan 2002 to 31 Jul 2002)
• Stephen Carr

  IRN SXC00862

  • [FCA CF] Significant management (since 22 Aug 2022)
• Stephen James Fry

  IRN FXS00023

  • CF21 Investment Adviser (28 Feb 2007 to 26 Apr 2007)
• Stephen John Robinson

  IRN SJR00060

  • CF21 Investment Adviser (1 Dec 2001 to 26 Apr 2007)
• Stephen John Scrivens

  IRN SJS00019

  • CF21 Investment Adviser (8 Jan 2002 to 31 Aug 2002)
• Stephen John Webster

  IRN SJW01184

  • CF17 Significant Mgt (Other Business Operations) (18 Feb 2002 to 28 Feb 2003)
  • CF13 Finance (8 Jan 2002 to 18 Feb 2002)
• Stephen Keith Percival

  IRN SKP01046

  • SMF2 Chief Finance (since 26 Jul 2023)
  • SMF3 Executive Director (since 26 Jul 2023)
• Stephen Paul Andrew Knight

  IRN SAK01020

  • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2020)
  • CF29 Significant management (28 Jan 2011 to 1 Jan 2017)
• Stephen Robert Haynes

  IRN SRH01114

  • CF1 Director (14 Nov 2011 to 31 Dec 2017)
  • CF28 Systems and controls (25 Oct 2011 to 31 Dec 2017)
  • CF29 Significant management (28 Jan 2011 to 21 Sep 2011)

• 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.