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Investments

Our investment advice service can help plan your future and is for you if you...

  • Are looking to outperform interest rates on bank based cash deposits
  • Have a minimum amount of £15,000 to invest, or
  • Have existing investments of £25,000 either with LV=or other providers
  • Can set aside some of your investment for 5 years
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Professional advice service

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.

What type of advice will you get from LV=?

Here at LV= our advisers will guide you through the most suitable investment option by following four clear steps:

1. Personal financial review

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:

  • your views on risk and security of capital;
  • whether tax efficiency is important to you;
  • if there is a family member you wish to leave an investment to when you're no longer around;
  • or whether you're looking for growth or income.

2. Analysis and advice

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.

3. Application

Once we've agreed the best solution for you, we’ll guide you through the application process and arrange all of the necessary transactions.

4. On-going service

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.

Paying for advice

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.

Our goals are

  • To provide you with the right investment to match your needs and circumstances.
  • To refer you to someone who can help if we're unable to.
  • To review any financial products you've taken out with us every year, to make sure they still meet your needs.
  • To communicate with you in a clear way to empower you to make an informed decision.

You can phone us on

You can phone us

0800 756 8516
TextDirect:
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.

Meet our advisers

Customer case studies

Here you can find some case studies designed to give you an idea of how we could help people like you.

Customer case studies

Flexible Guarantee Bond

Invest in a stock market related product with the ability to switch between 'ready made' fund options.

LV= Retirement Wizard

Get the most from your pension pot. Wherever you are in your retirement planning, we can help you.

Life products

Compare the features of our life insurance products to help you choose which one is right for you.

Retirement plans

Looking for a retirement plan that suits you? Follow this link to see what options are available through LV=.