Liverpool Victoria Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
County Gates-BournemouthDorsetBH1 2NFUNITED KINGDOM- Phone
- +448006816294
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Complaints Contact
County Gates-BournemouthDorsetBH1 2NFUNITED KINGDOM- Phone
- +4408000328280
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Bank Deposits
For All, Deposit
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.
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Arranges Asset Safekeeping
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Manages Insurance Policies
For All, Life and annuity, Linked long-term, Permanent health
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Stockbroking
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.
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Trades With You Directly
For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Future (excluding a commodity future and a rolling spot forex contract), Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Spread Bet, Stakeholder pension scheme
Show 2 limitations Hide limitations
- · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates
- · 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.
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Issues Insurance
For All, Life and annuity, Linked long-term, Permanent health
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Runs Stakeholder Pensions
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Runs Personal Pensions
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Investment Setup
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.
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Holds Your Assets
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Gillian Marie Day
IRN GXD55764
- [FCA CF] Functions requiring qualifications (5 Mar 2021 to 31 Dec 2021)
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Gillian Nott
IRN GXN01105
- CF2 Non Executive Director (25 May 2005 to 26 May 2011)
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Giorgina Courtney
IRN GXC00329
- [FCA CF] Functions requiring qualifications (8 Nov 2021 to 6 Oct 2023)
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Giridhar Raju Kondru
IRN GRK00003
- CF21 Investment Adviser (1 Dec 2001 to 18 Jan 2002)
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Glen Forrest
IRN GXF00050
- CF21 Investment Adviser (30 Jan 2003 to 15 Jul 2004)
- CF22 Investment Adviser (Trainee) (1 May 2002 to 30 Jan 2003)
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Glyn Mervyn Portus
IRN GMP00018
- CF30 Customer (1 Nov 2007 to 30 Sep 2008)
- CF21 Investment Adviser (27 Mar 2002 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Mar 2002)
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Gordon Craig Wood
IRN GCW01017
- SMF15 Chair of With Profits Committee (since 20 Oct 2025)
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Gordon John Thomas Abbott
IRN GJA00012
- CF30 Customer (1 Nov 2007 to 30 Sep 2008)
- CF21 Investment Adviser (31 Jan 2006 to 31 Oct 2007)
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Graham David Hawkins
IRN GDH00033
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 31 Jan 2002)
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Graham Michael Berville
IRN GMB01083
- SMF15 Chair of With Profits Committee (10 Dec 2018 to 16 Jul 2020)
- CF2b Chair of the With-Profits Committee (7 Mar 2016 to 9 Dec 2018)
- CF2 Non Executive Director (1 Mar 2013 to 6 Mar 2016)
- CF29 Significant management (1 Sep 2011 to 1 Mar 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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National Education Union (no longer appointed)
FRN 787653 · Appointed 7 Nov 2017 · Until 31 May 2018
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National Education Union (no longer appointed)
FRN 201862 · Appointed 20 Jan 2016 · Until 3 Nov 2017
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Phoenix Customer Care Limited (no longer appointed)
FRN 415488 · Appointed 1 Oct 2014 · Until 16 Apr 2018
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Pearl Customer Care Limited (no longer appointed)
FRN 511945 · Appointed 24 Sep 2014 · Until 16 Apr 2018
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Moneysavingexpert.com Limited (no longer appointed)
FRN 587302 · Appointed 29 Jul 2014 · Until 14 Oct 2016
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.