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.

  • Carol Jack

    IRN CXJ00030

    • CF21 Investment Adviser (1 Dec 2001 to 26 May 2007)
  • Catherine Anne Sweeney

    IRN CAS00009

    • CF21 Investment Adviser (8 Jan 2002 to 14 May 2003)
  • Chloe Stuttard

    IRN CXS00109

    • [FCA CF] Manager of certification employee (since 1 Jan 2026)
    • [FCA CF] Significant management (since 1 Jan 2026)
  • Chris Agius

    IRN CXA54647

    • [FCA CF] Significant management (since 8 Apr 2026)
    • SMF5 Head of Internal Audit (8 Oct 2025 to 8 Apr 2026)
    • [FCA CF] Significant management (1 Mar 2022 to 8 Oct 2025)
    • [FCA CF] Material risk taker (26 Nov 2021 to 27 Nov 2021)
  • Christian Gallo-Cornish

    IRN CFG01029

    • [FCA CF] Client dealing (9 Dec 2019 to 25 Mar 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 25 Mar 2022)
    • CF30 Customer (6 Nov 2019 to 8 Dec 2019)
  • Christina Louise Douglas

    IRN CXD01886

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 22 Feb 2021)
    • CF30 Customer (11 Apr 2016 to 8 Dec 2019)
  • Christopher Conrath

    IRN CMC00037

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jan 2023)
    • CF30 Customer (30 Dec 2008 to 8 Dec 2019)
  • Christopher Dawson

    IRN CED01056

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (30 Dec 2008 to 6 Jan 2009)
  • Christopher Eastment

    IRN CAE00021

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Feb 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Feb 2024)
    • CF30 Customer (30 Dec 2008 to 8 Dec 2019)
  • Christopher Ian Chappell

    IRN CIC01024

    • CF28 Systems and controls (1 Apr 2011 to 7 Dec 2011)
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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.