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.

  • Laura Louise Johnston

    IRN LXJ43648

    • [FCA CF] Manager of certification employee (1 Mar 2020 to 3 Dec 2020)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Dec 2022)
  • Laurence Justin Gould

    IRN LJG00010

    • CF22 Investment Adviser (Trainee) (23 Nov 2004 to 21 Sep 2005)
  • Lawrence Neville Down

    IRN LND01009

    • CF30 Customer (16 Sep 2014 to 29 Mar 2019)
  • Leah Clancy

    IRN LXC00075

    • [FCA CF] Significant management (14 Aug 2020 to 19 Mar 2021)
  • Lee Frederick Taylor

    IRN LFT00002

    • CF21 Investment Adviser (11 Aug 2003 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (14 Jun 2002 to 11 Aug 2003)
  • Lee Robert Wright

    IRN LRW00002

    • CF21 Investment Adviser (8 Jan 2002 to 6 Dec 2002)
  • Leslie William Harrow

    IRN LWH00002

    • CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2002)
  • Liam Hickinson

    IRN LXH00157

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2024)
  • Lindsay Charles Tideswell

    IRN LCT00003

    • CF21 Investment Adviser (1 Dec 2001 to 12 Apr 2002)
  • Lisa Jane Stroud

    IRN LXS55783

    • [FCA CF] Significant management (since 3 Feb 2023)
    • [FCA CF] Manager of certification employee (since 3 Feb 2023)
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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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