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.

• Kevin Joseph Durkan

  IRN KJD00027

  • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 16 Nov 2006)
• Kevin Lee Bodley

  IRN KLB00003

  • CF21 Investment Adviser (8 Jan 2002 to 17 May 2002)
• Kevin Peter Boon

  IRN KPB00002

  • CF21 Investment Adviser (1 Dec 2001 to 12 Aug 2005)
• Kevin Robert Jackson

  IRN KXJ00055

  • [FCA CF] Significant management (18 Dec 2020 to 8 Sep 2023)
• Kieran Gibson

  IRN KXG01165

  • CF21 Investment Adviser (25 Aug 2006 to 26 Apr 2007)
• Kieran Paul O'Keeffe

  IRN KXO01083

  • CF17 Significant Mgt (Other Business Operations) (15 Jul 2002 to 12 Jul 2002)
• Kim Elizabeth Pocock

  IRN KEP00001

  • CF21 Investment Adviser (8 Jan 2002 to 26 Apr 2007)
• Kuljit Singh Dev

  IRN KSD00004

  • CF21 Investment Adviser (20 Jun 2005 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (18 Jan 2005 to 20 Jun 2005)
• Kwai Yuk Lee Duffin

  IRN KYL00001

  • CF21 Investment Adviser (8 Jan 2002 to 19 Sep 2005)
• Laura Blackwell

  IRN LMY01015

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (19 Feb 2016 to 8 Dec 2019)

• Readers Digest Financial Services Limited (no longer appointed)

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

No changes recorded yet.