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.

• Alison Elizabeth Hutchinson

  IRN AEH01041

  • SMF7 Group Entity Senior Manager (17 Apr 2020 to 31 Mar 2022)
• Alison Osborn

  IRN AXO00011

  • CF21 Investment Adviser (8 Jan 2002 to 1 Oct 2003)
• Alison Suzanne Ward

  IRN ASW01081

  • CF28 Systems and controls (5 Oct 2009 to 2 Nov 2018)
• Alistair Hugh Lovatt Smith

  IRN AHS01058

  • CF14 Risk Assessment (15 Nov 2004 to 1 Dec 2006)
• Alistair Richard Nichol

  IRN AXN00289

  • [FCA CF] Significant management (14 Feb 2023 to 12 May 2023)
• Alister Adamson Campbell

  IRN AAC00003

  • CF22 Investment Adviser (Trainee) (1 Aug 2002 to 6 May 2003)
• Allan Stobo

  IRN AXS00030

  • CF21 Investment Adviser (8 Jan 2002 to 19 Apr 2002)
• Amanda Cook

  IRN ALC01061

  • CF21 Investment Adviser (2 Apr 2007 to 26 May 2007)
  • CF22 Investment Adviser (Trainee) (4 Sep 2006 to 2 Apr 2007)
• Amanda Webb

  IRN AXW00075

  • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2002)
• Andrew Bossons

  IRN AXB00032

  • CF21 Investment Adviser (17 Mar 2006 to 20 Jul 2006)

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No changes recorded yet.