Liverpool Victoria Financial Advice Services Limited

Date authorised
1 April 2013
Companies House
03027145
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Delicia Thomas

    IRN DTT01011

    • CF30 Customer (30 Dec 2008 to 1 Dec 2010)
    • CF22 Investment Adviser (Trainee) (25 Jun 2004 to 12 Oct 2004)
  • Derek John Ball

    IRN DJB00058

    • CF16 Significant Mgt (Desgntd Investment Business) (8 Jan 2002 to 31 May 2005)
    • CF21 Investment Adviser (8 Jan 2002 to 31 May 2002)
  • Derek William Baker

    IRN DWB00033

    • CF21 Investment Adviser (7 Mar 2003 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (1 Aug 2002 to 7 Mar 2003)
  • Dermot James Cashin

    IRN DJC00097

    • CF21 Investment Adviser (8 Jan 2002 to 22 Aug 2006)
  • Dominic Charles Reynolds

    IRN DCR00011

    • CF21 Investment Adviser (1 Dec 2001 to 8 Apr 2002)
  • Dominic Paul Payne de Cramilly

    IRN DPP00013

    • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
  • Douglas John Reith Gordon

    IRN DJG00091

    • CF16 Significant Mgt (Desgntd Investment Business) (15 Feb 2006 to 3 Apr 2006)
    • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 22 Aug 2002)
  • Dylan Trainer

    IRN DXT00326

    • [FCA CF] Significant management (since 30 Aug 2023)
  • Elaina Galkina

    IRN EVG01012

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 14 Jul 2025)
    • [FCA CF] Client dealing (since 19 Jan 2024)
    • [FCA CF] Functions requiring qualifications (19 Jan 2024 to 13 Jul 2025)
    • [FCA CF] Client dealing (1 Feb 2022 to 1 Mar 2022)
    • CF30 Customer (24 Jul 2018 to 8 Dec 2019)
  • Eleanor Atley

    IRN EJA01050

    • 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 (1 May 2015 to 8 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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