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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John Arthur Chilcott
IRN JAC00070
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Feb 2002)
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John Arthur Doyle
IRN JAD00055
- CF30 Customer (1 Nov 2007 to 30 Sep 2008)
- CF21 Investment Adviser (1 Jan 2005 to 31 Oct 2007)
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John Brendan O'Roarke
IRN JBO01003
- CF1 Director (23 Nov 2011 to 5 May 2016)
- CF29 Significant management (12 Nov 2007 to 27 May 2011)
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John Callan
IRN IJC00005
- CF21 Investment Adviser (1 Dec 2001 to 31 May 2002)
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John Finnigan
IRN JXF01238
- CF30 Customer (18 Feb 2008 to 30 Sep 2008)
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John Harman
IRN JMH00061
- CF30 Customer (1 Nov 2007 to 30 Sep 2008)
- CF21 Investment Adviser (2 Nov 2006 to 31 Oct 2007)
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John Herd Perrett
IRN JHP00002
- CF21 Investment Adviser (1 Dec 2001 to 27 Jun 2003)
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John Hugh Edwards
IRN JHE01014
- CF17 Significant Mgt (Other Business Operations) (30 Dec 2002 to 30 Sep 2004)
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John Mark Laidlaw
IRN JML01066
- CF29 Significant management (24 Jul 2012 to 9 Dec 2018)
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John Marshall Gray
IRN JMG00022
- CF21 Investment Adviser (1 Dec 2001 to 19 Jul 2002)
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.