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.

  • Paul Carpenter

    IRN PXC00181

    • CF21 Investment Adviser (7 Mar 2003 to 5 Dec 2003)
    • CF22 Investment Adviser (Trainee) (13 Aug 2002 to 7 Mar 2003)
  • Paul Francis Murray

    IRN PFM00009

    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2005)
  • Paul Freeman

    IRN PXF00068

    • CF21 Investment Adviser (1 Dec 2001 to 22 Nov 2002)
  • Paul Griffiths

    IRN PJG00067

    • CF21 Investment Adviser (6 Jun 2006 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (9 Mar 2005 to 6 Jun 2006)
  • Paul James Pritchard

    IRN PJP00006

    • CF21 Investment Adviser (8 Jan 2002 to 10 Aug 2004)
  • Paul James Snoxell

    IRN PJS01291

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Oct 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Oct 2023)
    • CF30 Customer (17 Jul 2019 to 8 Dec 2019)
  • Paul John Mabbett

    IRN PJM00045

    • CF21 Investment Adviser (1 Dec 2001 to 28 Apr 2006)
  • Paul Jolley

    IRN PXJ00081

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 May 2023)
    • CF30 Customer (6 Dec 2010 to 8 Dec 2019)
    • CF21 Investment Adviser (23 Jan 2006 to 26 May 2007)
    • CF22 Investment Adviser (Trainee) (17 Feb 2005 to 23 Jan 2006)
  • Paul Lewis Tadman

    IRN PLT00006

    • CF21 Investment Adviser (8 Jan 2002 to 26 Jan 2003)
  • Paul Michael Rogers

    IRN PMR00030

    • CF30 Customer (30 Dec 2008 to 16 Jul 2010)
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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.