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.

  • John Maddick

    IRN JXM00199

    • CF21 Investment Adviser (12 Aug 2002 to 1 Oct 2003)
  • John Martin Chasty

    IRN JXC43646

    • [FCA CF] Significant management (9 Dec 2019 to 30 Apr 2020)
  • John Paul Bannon

    IRN JPB01158

    • CF29 Significant management (1 Nov 2007 to 12 Nov 2007)
    • CF17 Significant Mgt (Other Business Operations) (1 Apr 2003 to 31 Oct 2007)
  • John Paul Seiche

    IRN JPS00036

    • CF21 Investment Adviser (4 Oct 2005 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (1 May 2005 to 4 Oct 2005)
  • John Thomas Woolhouse

    IRN JTW01022

    • CF8 Apportionment and Oversight (27 Feb 2006 to 5 Jun 2006)
  • John Trevor Perks

    IRN JTP00009

    • Responsible for Insurance Distribution (1 Oct 2018 to 25 Feb 2019)
    • Responsible for Insurance Mediation (2 Sep 2016 to 30 Sep 2018)
    • CF3 Chief Executive (2 Sep 2016 to 25 Feb 2019)
    • CF1 Director (1 Mar 2016 to 25 Feb 2019)
    • CF29 Significant management (28 Jan 2011 to 1 Mar 2016)
  • John William Dainton

    IRN JWD01041

    • CF21 Investment Adviser (12 Aug 2002 to 31 Jan 2003)
  • Jonathan Havard

    IRN JXH00299

    • CF30 Customer (15 Apr 2010 to 6 Apr 2012)
    • CF21 Investment Adviser (8 Jan 2002 to 6 Jan 2006)
  • Jonathan James Bryan

    IRN JJB00037

    • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2003)
  • Jonathan Lee Turner

    IRN JLT01065

    • CF30 Customer (18 Dec 2013 to 15 May 2018)
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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.