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.

• Merilyn Jennifer Parker Armitage

  IRN MJP01275

  • CF17 Significant Mgt (Other Business Operations) (29 Sep 2004 to 3 Apr 2006)
• Michael Andrew Westlake

  IRN MAW00070

  • CF21 Investment Adviser (8 Jan 2002 to 26 May 2007)
• Michael Derek Allen

  IRN MDA01024

  • CF28 Systems and controls (1 Nov 2007 to 13 Aug 2009)
  • CF13 Finance (24 Sep 2002 to 31 Oct 2007)
• Michael Hayward Strong

  IRN MHS01042

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 3 Apr 2006)
• Michael James Van Der Straaten

  IRN MJV00007

  • CF21 Investment Adviser (13 Jun 2003 to 9 Feb 2006)
  • CF22 Investment Adviser (Trainee) (8 Oct 2002 to 13 Jun 2003)
• Michael John Jepson

  IRN MJJ00008

  • CF21 Investment Adviser (1 Dec 2001 to 25 May 2005)
• Michael John Rogers

  IRN MJR00135

  • CF1 Director (5 Jun 2006 to 28 Jul 2016)
  • CF8 Apportionment and Oversight (5 Jun 2006 to 12 Nov 2007)
• Michael Joseph Hornsey

  IRN MJH00105

  • CF21 Investment Adviser (8 Feb 2005 to 26 May 2006)
  • CF22 Investment Adviser (Trainee) (15 Jul 2004 to 8 Feb 2005)
• Michael Julian Billing

  IRN MJB00031

  • CF1 Director (1 Dec 2001 to 25 Jan 2002)
• Michael Peter Jones

  IRN MPJ01034

  • [FCA CF] Significant management (9 Dec 2019 to 30 Nov 2024)
  • CF10 Compliance Oversight (30 Sep 2008 to 6 Feb 2019)

• Readers Digest Financial Services Limited (no longer appointed)

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

No changes recorded yet.