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.

  • Stuart Andrew Crocker

    IRN SAC01307

    • [FCA CF] Manager of certification employee (since 1 Jul 2025)
  • Stuart Graham Mills

    IRN SGM00011

    • CF30 Customer (25 Jun 2015 to 17 Aug 2018)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
  • Stuart Jackson Tragheim

    IRN SJT01093

    • CF29 Significant management (1 Nov 2007 to 12 Nov 2007)
    • CF17 Significant Mgt (Other Business Operations) (1 May 2005 to 31 Oct 2007)
  • Stuart John Cadle

    IRN SJC00044

    • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
  • Susan Davidson McInnes

    IRN SXM02380

    • SMF7 Group Entity Senior Manager (since 8 Apr 2026)
    • SMF7 Group Entity Senior Manager (11 Nov 2022 to 22 May 2023)
  • Tara Diane Potter

    IRN TDP00002

    • CF22 Investment Adviser (Trainee) (22 Nov 2002 to 13 Apr 2003)
  • Tara Newman

    IRN TXN00018

    • [FCA CF] Significant management (6 Jul 2020 to 31 Jul 2021)
  • Terence William Fisher

    IRN TWF00003

    • CF21 Investment Adviser (9 Aug 2006 to 26 Apr 2007)
  • Terry Gadd

    IRN TXG43651

    • [FCA CF] Significant management (9 Dec 2019 to 6 Mar 2020)
  • Thomas Martin Hall

    IRN TMH01032

    • CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 3 Apr 2006)
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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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