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 Montague

    IRN PXM00131

    • CF22 Investment Adviser (Trainee) (28 Aug 2002 to 31 Jul 2003)
  • Paul Nicholas Miller

    IRN PNM00011

    • CF21 Investment Adviser (3 Jul 2006 to 19 Apr 2007)
  • Paul Rogers

    IRN PMR01067

    • [FCA CF] Manager of certification employee (1 Mar 2021 to 31 Dec 2024)
    • [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 (23 Feb 2010 to 8 Dec 2019)
  • Perdeep Kumar Asi

    IRN PKA00002

    • CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2006)
  • Peter David Beesley

    IRN PDB00002

    • CF21 Investment Adviser (8 Jan 2002 to 26 Apr 2007)
  • Peter John Stow

    IRN PJS00092

    • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
  • Peter Lamb

    IRN PXL01302

    • CF17 Significant Mgt (Other Business Operations) (11 Jul 2003 to 3 Apr 2006)
  • Peter Lawrence Linnell

    IRN PLL01017

    • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 30 Apr 2004)
  • Peter O'Sullivan

    IRN PXO00001

    • CF11 Money Laundering Reporting (8 Jan 2002 to 31 Jan 2017)
  • Peter Whitley

    IRN PXW00193

    • CF17 Significant Mgt (Other Business Operations) (8 Jan 2002 to 30 Sep 2002)
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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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