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 Phillip Sage

    IRN MPS00028

    • CF21 Investment Adviser (1 Aug 2002 to 1 Oct 2003)
  • Mark Russell Hanscomb

    IRN MXH00518

    • SMF24 Chief Operations (26 May 2022 to 31 Jan 2026)
  • Mark Thomas McCulloch

    IRN MTM00013

    • CF21 Investment Adviser (27 Feb 2003 to 26 Mar 2007)
    • CF22 Investment Adviser (Trainee) (18 Jun 2002 to 27 Feb 2003)
  • Martess Sherwood

    IRN MXS00008

    • CF21 Investment Adviser (8 Jan 2002 to 27 Sep 2002)
  • Martin James Clark

    IRN MJC00092

    • CF21 Investment Adviser (1 Dec 2001 to 4 Jun 2006)
  • Martyn Scott

    IRN MXS00262

    • CF21 Investment Adviser (8 Jan 2002 to 26 May 2007)
  • Mary Ann Stewart

    IRN MAS01403

    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
  • Matthew John Bennett

    IRN MXB43649

    • [FCA CF] Significant management (9 Dec 2019 to 31 Aug 2020)
  • Maxwell Colin Ledlie

    IRN MCL01020

    • SMF7 Group Entity Senior Manager (since 11 Jul 2022)
  • Melvyn William Watt

    IRN MWW01033

    • CF2 Non Executive Director (22 Jan 2002 to 25 Mar 2008)
    • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 26 Jun 2006)
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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.

No changes recorded yet.