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.

  • Louise Bevan

    IRN LXB01372

    • CF30 Customer (30 Dec 2008 to 9 Nov 2009)
  • Luke Savage

    IRN LXS01261

    • SMF7 Group Entity Senior Manager (4 May 2020 to 31 Mar 2022)
  • Lynzi Harrison

    IRN LXH01632

    • SMF18 Other Overall Responsibility (26 Nov 2020 to 1 Oct 2021)
  • Malcolm Leonard Berryman

    IRN MLB01057

    • CF1 Director (11 Jan 2002 to 31 Dec 2005)
    • CF8 Apportionment and Oversight (11 Jan 2002 to 5 Dec 2005)
  • Malcolm Thomas George

    IRN MTG00011

    • CF22 Investment Adviser (Trainee) (18 Nov 2002 to 30 May 2003)
  • Marc Barnes

    IRN MXB01657

    • CF21 Investment Adviser (9 Apr 2002 to 29 Apr 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 9 Apr 2002)
  • Marc Stuart Perry

    IRN MSP00021

    • Responsible for Insurance Distribution (since 27 Jan 2023)
    • SMF1 Chief Executive (since 27 Jan 2023)
  • Marco Bittante

    IRN MXB00145

    • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
  • Mark Barden

    IRN MAB01252

    • CF21 Investment Adviser (5 Jun 2006 to 26 Apr 2007)
  • Mark Blanchfield

    IRN MXB00323

    • [FCA CF] Manager of certification employee (since 21 Feb 2022)
    • [FCA CF] Functions requiring qualifications (23 May 2024 to 31 Dec 2024)
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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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