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.

• Conrad Guy Lakeman

  IRN CGL01019

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 30 Sep 2002)
• Craig Richard Stokes

  IRN CRS00033

  • CF30 Customer (27 Apr 2015 to 18 Oct 2016)
• Crispin Robert Palmer

  IRN CRP00001

  • CF21 Investment Adviser (8 Jan 2002 to 20 Sep 2002)
• Cyril Eugene Cooke

  IRN CEC00009

  • CF21 Investment Adviser (24 Jun 2003 to 29 Mar 2005)
  • CF22 Investment Adviser (Trainee) (1 Aug 2002 to 24 Jun 2003)
• Damian Jordan

  IRN DXJ43698

  • [FCA CF] Significant management (13 Feb 2020 to 31 May 2020)
• Damian Paul Cheater

  IRN DPC01105

  • SMF1 Chief Executive (26 Feb 2021 to 4 Nov 2022)
  • Responsible for Insurance Distribution (26 Feb 2021 to 4 Nov 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 25 Feb 2021)
  • CF30 Customer (11 Jan 2010 to 16 Apr 2015)
• Damon Lee Etheridge

  IRN DLE01014

  • CF17 Significant Mgt (Other Business Operations) (7 Jan 2004 to 3 Apr 2006)
• Daniel Baylis

  IRN DXB00867

  • [FCA CF] Significant management (12 Jul 2023 to 12 Jan 2025)
• Daniel Roy Parkin

  IRN DXP00149

  • CF21 Investment Adviser (8 Jan 2002 to 14 Sep 2002)
• Darren Lee Fawcett

  IRN DLF00008

  • CF22 Investment Adviser (Trainee) (15 Jul 2004 to 12 Nov 2004)

• 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.