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.

  • Andrew Simon Knight

    IRN ASK00011

    • CF21 Investment Adviser (30 Jul 2002 to 15 Jun 2006)
  • Angela Leanne Hannah Smith

    IRN ALS01049

    • CF28 Systems and controls (29 Apr 2008 to 30 Sep 2009)
  • Ann Lindsay Roughead

    IRN ALR01043

    • CF29 Significant management (21 Dec 2010 to 17 Mar 2011)
    • CF1 Director (20 Feb 2009 to 9 Nov 2010)
  • Ann McDermott

    IRN AXM00053

    • CF22 Investment Adviser (Trainee) (7 Oct 2002 to 30 Apr 2003)
  • Anna Miskin

    IRN AXM03895

    • [FCA CF] Significant management (9 Dec 2019 to 20 Mar 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 20 Mar 2020)
  • Anne Smith

    IRN AXS00218

    • CF21 Investment Adviser (1 Dec 2001 to 26 Jul 2002)
  • Anthony David Schofield

    IRN ADS00040

    • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
  • Anthony Mark James

    IRN AMJ00023

    • CF22 Investment Adviser (Trainee) (17 Oct 2005 to 12 May 2006)
  • Anthony Morgan

    IRN ARM00002

    • CF21 Investment Adviser (8 Jan 2002 to 17 Dec 2004)
  • Anthony Roy Williams

    IRN ARW00038

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