Liverpool Victoria Financial Advice Services Limited

• 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

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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.

• Steve Wilson

  IRN SMW00023

  • CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2005)
• Steven Benedict Coyles

  IRN SBC00003

  • CF21 Investment Adviser (8 Jan 2002 to 27 May 2005)
• Steven James Hunt

  IRN SJH00078

  • CF21 Investment Adviser (15 Feb 2007 to 26 Apr 2007)
• Steven John Eborall

  IRN SJE00004

  • CF21 Investment Adviser (8 Jan 2002 to 19 Jul 2002)
• Steven John Roberts

  IRN SJR00026

  • CF22 Investment Adviser (Trainee) (1 May 2005 to 16 Feb 2006)
• Steven Jones

  IRN SGJ00009

  • CF21 Investment Adviser (22 Jul 2003 to 27 Jun 2004)
  • CF22 Investment Adviser (Trainee) (13 Jun 2002 to 22 Jul 2003)
• Steven Michael Daniels

  IRN SMD01073

  • CF29 Significant management (1 Nov 2007 to 1 Oct 2009)
  • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 31 Oct 2007)
• Steven Michael Kelly

  IRN SMK00015

  • CF21 Investment Adviser (1 Dec 2001 to 6 Apr 2003)
• Steven Ronald Heil

  IRN SXH00012

  • CF21 Investment Adviser (17 Nov 2006 to 26 Apr 2007)
• Steven Stewart Wallace

  IRN SSW00007

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

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No changes recorded yet.