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.

  • Peter William Latimer Irving

    IRN PWI00002

    • CF21 Investment Adviser (4 Aug 2006 to 26 Apr 2007)
  • Philip Cecil Christian

    IRN PCC00004

    • CF21 Investment Adviser (1 Dec 2001 to 4 Nov 2005)
  • Philip David Griffiths

    IRN PDG00009

    • CF21 Investment Adviser (17 Feb 2003 to 26 Apr 2007)
    • CF22 Investment Adviser (Trainee) (8 Jul 2002 to 17 Feb 2003)
  • Philip Fyall Latto

    IRN PFL01034

    • [FCA CF] Significant management (21 Oct 2022 to 31 Aug 2023)
  • Philip Geddes

    IRN PJG01232

    • [FCA CF] Significant management (11 May 2020 to 16 Aug 2024)
  • Philip Pearson

    IRN PXP00006

    • CF21 Investment Adviser (8 Jan 2002 to 31 Dec 2004)
  • Philip Wynford Moore

    IRN PWM01047

    • CF1 Director (10 Nov 2010 to 29 Jun 2017)
  • Phillipa Jane King

    IRN PJK00022

    • CF21 Investment Adviser (1 Dec 2001 to 12 Jan 2002)
  • Rachel Catherine Nicholson

    IRN RXN00118

    • [FCA CF] Functions requiring qualifications (14 Jul 2025 to 9 Jan 2026)
    • [FCA CF] Client dealing (5 Feb 2024 to 9 Jan 2026)
  • Radha Rathor

    IRN RXR00192

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 12 May 2025)
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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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