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.

• Paul Carpenter

  IRN PXC00181

  • CF21 Investment Adviser (7 Mar 2003 to 5 Dec 2003)
  • CF22 Investment Adviser (Trainee) (13 Aug 2002 to 7 Mar 2003)
• Paul Francis Murray

  IRN PFM00009

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2005)
• Paul Freeman

  IRN PXF00068

  • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2002)
• Paul Griffiths

  IRN PJG00067

  • CF21 Investment Adviser (6 Jun 2006 to 26 Apr 2007)
  • CF22 Investment Adviser (Trainee) (9 Mar 2005 to 6 Jun 2006)
• Paul James Pritchard

  IRN PJP00006

  • CF21 Investment Adviser (8 Jan 2002 to 10 Aug 2004)
• Paul James Snoxell

  IRN PJS01291

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Oct 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 20 Oct 2023)
  • CF30 Customer (17 Jul 2019 to 8 Dec 2019)
• Paul John Mabbett

  IRN PJM00045

  • CF21 Investment Adviser (1 Dec 2001 to 28 Apr 2006)
• Paul Jolley

  IRN PXJ00081

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 May 2023)
  • CF30 Customer (6 Dec 2010 to 8 Dec 2019)
  • CF21 Investment Adviser (23 Jan 2006 to 26 May 2007)
  • CF22 Investment Adviser (Trainee) (17 Feb 2005 to 23 Jan 2006)
• Paul Lewis Tadman

  IRN PLT00006

  • CF21 Investment Adviser (8 Jan 2002 to 26 Jan 2003)
• Paul Michael Rogers

  IRN PMR00030

  • CF30 Customer (30 Dec 2008 to 16 Jul 2010)

• Readers Digest Financial Services Limited (no longer appointed)

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

No changes recorded yet.