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.

• Stuart Andrew Crocker

  IRN SAC01307

  • [FCA CF] Manager of certification employee (since 1 Jul 2025)
• Stuart Graham Mills

  IRN SGM00011

  • CF30 Customer (25 Jun 2015 to 17 Aug 2018)
  • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
• Stuart Jackson Tragheim

  IRN SJT01093

  • CF29 Significant management (1 Nov 2007 to 12 Nov 2007)
  • CF17 Significant Mgt (Other Business Operations) (1 May 2005 to 31 Oct 2007)
• Stuart John Cadle

  IRN SJC00044

  • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
• Susan Davidson McInnes

  IRN SXM02380

  • SMF7 Group Entity Senior Manager (since 8 Apr 2026)
  • SMF7 Group Entity Senior Manager (11 Nov 2022 to 22 May 2023)
• Tara Diane Potter

  IRN TDP00002

  • CF22 Investment Adviser (Trainee) (22 Nov 2002 to 13 Apr 2003)
• Tara Newman

  IRN TXN00018

  • [FCA CF] Significant management (6 Jul 2020 to 31 Jul 2021)
• Terence William Fisher

  IRN TWF00003

  • CF21 Investment Adviser (9 Aug 2006 to 26 Apr 2007)
• Terry Gadd

  IRN TXG43651

  • [FCA CF] Significant management (9 Dec 2019 to 6 Mar 2020)
• Thomas Martin Hall

  IRN TMH01032

  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 3 Apr 2006)

• Readers Digest Financial Services Limited (no longer appointed)

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

No changes recorded yet.