At LV= we're proud of the quality of service our financial advisers provide based on their high level of qualifications as well as up to date knowledge and experience. We're based at the Head Office in Bournemouth and look after members across the country. We're very experienced at giving advice over the phone, but if you're local we're more than happy for you to visit us at our office by appointment.
Here at LV= our advisers will guide you through the most suitable investment option by following four clear steps:
One thing we do know is that everybody has different requirements, which is why we’ll try to understand what you want your money to do for you. We'll look at factors that affect where you should invest, such as your tax position, investments you have already made and whether you have any debts that should be repaid.
We'll also ask you questions to determine:
We’ll analyse your requirements and give advice by making suitable recommendations from our panel of investment products and funds, which is documented in a report and sent to you. We’ll then agree a time with you to discuss the recommendations in more detail and answer any questions you may have.
Once we've agreed the best solution for you, we’ll guide you through the application process and arrange all of the necessary transactions.
If you sign up for this service we’ll review your financial situation with you each year to check that your investments continue to meet your needs and changing circumstances. At each review we’ ll advise you of any necessary or recommended changes.
Getting the right financial advice is very important. We're proud of the quality of service that our professionally qualified advisers provide. And you can benefit from their expertise too.
0800 756 8516
18001 0800 756 8516
Lines are open from
9am - 5.30pm Mon to Thurs
9am - 5pm on Fri.
We may record and / or monitor calls for training and audit purposes.
Meet our advisers
The advice and guidance we provide ensures the customer enjoys the peace of mind and reassurance that they're doing the right thing.