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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Laurence Ian Lane
IRN LIL00001
- CF30 Customer (1 Nov 2007 to 13 Feb 2008)
- CF21 Investment Adviser (16 Feb 2006 to 31 Oct 2007)
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Leah Clancy
IRN LXC00075
- [FCA CF] Significant management (14 Aug 2020 to 19 Mar 2021)
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Leanne Fletcher
IRN LXF00251
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- [FCA CF] Functions requiring qualifications (since 19 Aug 2024)
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Leanne Ina McKay Peacock
IRN LIP00001
- CF21 Investment Adviser (20 May 2002 to 29 Sep 2003)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)
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Lee Hatton
IRN LXH01166
- CF22 Investment Adviser (Trainee) (20 Mar 2002 to 3 May 2002)
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Lee Jay MacFarlane
IRN LXM00057
- CF21 Investment Adviser (1 Dec 2001 to 20 Aug 2004)
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Lesley Gloria Jones
IRN LGJ01003
- CF22 Investment Adviser (Trainee) (18 Mar 2002 to 14 Jun 2002)
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Leslie Baillie
IRN LXB00060
- CF21 Investment Adviser (1 Dec 2001 to 31 May 2002)
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Liliana-Mae Williams
IRN LXW00527
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- [FCA CF] Functions requiring qualifications (since 23 Feb 2026)
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Lisa Anne Richards
IRN LXR55782
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- [FCA CF] Functions requiring qualifications (since 24 Nov 2023)
- [FCA CF] Manager of certification employee (since 10 Dec 2018)
- [FCA CF] Functions requiring qualifications (16 Jun 2023 to 24 Nov 2023)
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.