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.

  • Iain Anthony Angus Cherry

    IRN IXC00044

    • CF21 Investment Adviser (8 Jan 2002 to 30 Jun 2006)
  • Iain Lloyd Clark

    IRN ILC01015

    • Responsible for Insurance Mediation (30 Sep 2013 to 1 Sep 2014)
    • CF29 Significant management (14 Jul 2011 to 1 Sep 2014)
  • Iain Stewart Black

    IRN ISB01013

    • CF17 Significant Mgt (Other Business Operations) (8 Jul 2002 to 26 Jun 2002)
  • Ian Andrew Nicholls

    IRN IAN00001

    • CF21 Investment Adviser (9 Nov 2006 to 26 Apr 2007)
  • Ian Andrews

    IRN IXA00149

    • [FCA CF] Significant management (since 8 Sep 2023)
  • Ian Bruce Owen

    IRN IBO01001

    • CF17 Significant Mgt (Other Business Operations) (5 Jul 2005 to 3 Apr 2006)
  • Ian David Kennedy

    IRN IDK01006

    • CF17 Significant Mgt (Other Business Operations) (8 Mar 2004 to 1 Oct 2005)
  • Ian Derek Cordwell

    IRN IDC01036

    • CF1 Director (11 Jan 2002 to 21 Nov 2006)
  • Ian Dunning

    IRN IXD00010

    • CF21 Investment Adviser (1 Dec 2001 to 15 Aug 2003)
  • Ian Heeley

    IRN IXH00048

    • [FCA CF] Significant management (14 Dec 2020 to 5 Aug 2022)
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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.

No changes recorded yet.