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.

  • Mark Darren Tarbet

    IRN MDT01064

    • CF22 Investment Adviser (Trainee) (25 Aug 2004 to 28 Sep 2004)
  • Mark Edward Myers

    IRN MEM01066

    • CF1 Director (31 Mar 2006 to 29 Dec 2008)
    • CF3 Chief Executive (31 Mar 2006 to 1 May 2007)
    • CF17 Significant Mgt (Other Business Operations) (10 Nov 2005 to 31 Mar 2006)
  • Mark Emes

    IRN MXE00048

    • CF21 Investment Adviser (8 Jan 2002 to 9 Dec 2002)
  • Mark Evan John Titcombe

    IRN MET00007

    • CF21 Investment Adviser (8 Jan 2002 to 1 Oct 2004)
  • Mark Ewan Beverley

    IRN MEB00046

    • CF21 Investment Adviser (8 Jan 2002 to 26 Apr 2007)
  • Mark Fowkes

    IRN MXF00509

    • [FCA CF] Significant management (since 14 Feb 2024)
  • Mark Ian Ormerod

    IRN MIO01003

    • CF30 Customer (30 Dec 2008 to 15 Jan 2010)
  • Mark Lamb

    IRN MXL00022

    • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)
  • Mark Patrick Hartigan

    IRN MPH01144

    • SMF3 Executive Director (27 May 2020 to 30 Sep 2022)
    • SMF9 Chair of the Governing Body (27 May 2020 to 30 Sep 2022)
  • Mark Penty

    IRN MXP00013

    • CF21 Investment Adviser (8 Jan 2002 to 31 Jan 2003)
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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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