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.

• Katherine Christine Hilton

  IRN KCH00007

  • CF21 Investment Adviser (22 Apr 2003 to 1 Oct 2003)
  • CF22 Investment Adviser (Trainee) (23 Oct 2002 to 22 Apr 2003)
• Katy Louise Pringle

  IRN KXP00309

  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 5 Dec 2022)
  • [FCA CF] Client dealing (5 Dec 2022 to 6 Dec 2022)
• Keith Frank Wakeling

  IRN KFW00006

  • CF21 Investment Adviser (1 Dec 2001 to 31 May 2002)
• Keith George Groom

  IRN KGG00001

  • CF21 Investment Adviser (8 Jan 2002 to 30 Apr 2002)
• Keith William Abercromby

  IRN KWA01011

  • CF1 Director (23 Jul 2007 to 10 Nov 2010)
• Kelvin Desmond Malayapillay

  IRN KDM01037

  • CF29 Significant management (22 Mar 2011 to 21 Feb 2013)
• Kenneth Charles Chatfield

  IRN KCC01014

  • CF17 Significant Mgt (Other Business Operations) (25 Oct 2004 to 3 Apr 2006)
• Kenneth Ian Taylor

  IRN KXT43647

  • [FCA CF] Significant management (9 Dec 2019 to 16 Dec 2020)
• Kevin David Stillman

  IRN KDS00002

  • CF21 Investment Adviser (26 Jan 2006 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (1 May 2005 to 26 Jan 2006)
• Kevin Francis Richardson

  IRN KFR01009

  • CF17 Significant Mgt (Other Business Operations) (25 Apr 2002 to 30 Jun 2003)

• Readers Digest Financial Services Limited (no longer appointed)

  FRN 201136 · Appointed 17 Mar 2005 · Until 15 Nov 2011

No changes recorded yet.