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.

  • Kevin Joseph Durkan

    IRN KJD00027

    • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 16 Nov 2006)
  • Kevin Lee Bodley

    IRN KLB00003

    • CF21 Investment Adviser (8 Jan 2002 to 17 May 2002)
  • Kevin Peter Boon

    IRN KPB00002

    • CF21 Investment Adviser (1 Dec 2001 to 12 Aug 2005)
  • Kevin Robert Jackson

    IRN KXJ00055

    • [FCA CF] Significant management (18 Dec 2020 to 8 Sep 2023)
  • Kieran Gibson

    IRN KXG01165

    • CF21 Investment Adviser (25 Aug 2006 to 26 Apr 2007)
  • Kieran Paul O'Keeffe

    IRN KXO01083

    • CF17 Significant Mgt (Other Business Operations) (15 Jul 2002 to 12 Jul 2002)
  • Kim Elizabeth Pocock

    IRN KEP00001

    • CF21 Investment Adviser (8 Jan 2002 to 26 Apr 2007)
  • Kuljit Singh Dev

    IRN KSD00004

    • CF21 Investment Adviser (20 Jun 2005 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2005 to 20 Jun 2005)
  • Kwai Yuk Lee Duffin

    IRN KYL00001

    • CF21 Investment Adviser (8 Jan 2002 to 19 Sep 2005)
  • Laura Blackwell

    IRN LMY01015

    • 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 (19 Feb 2016 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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