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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
Large green heart

Meet our investments specialists

As specialist LV= advisers we know our products inside out, so we can make sure that you are aware of all of the different options we have to offer.

Hi, I’m Helen Boote

Helen Boote

My contact details are:

0800 032 2062

helen.boote@LV.com

I’ve been a Financial Adviser ...

... for 10 years.

I specialise in looking at customers' existing investments and making recommendations for the future. I'm also fully qualified to give advice on annuity and retirement options. I have built up my experience and qualifications over the years which include:

  • Completed Qualifications - Financial
  • Advanced Diploma in Financial Planning
  • Certificate in Life & Pensions
  • Certificate in Equity Release and Long Term Care Insurance
  • Certificate in Financial Planning and Lifetime Mortgage Activities
  • Certificate in Discretionary Investment Management

I thoroughly enjoy offering financial advice and helping my customers.

I look forward to speaking to you soon.

Hi, I’m Paul Jolley

Paul Jolley

My contact details are:

0800 032 2029

paul.jolley@LV.com

I've been at LV= since 1994, and ...

... an Adviser since 1999.

I'm a Chartered Financial Planner which is the Gold Standard of Financial Advisers and hold advanced qualifications in both Retirement and Investments. I specialise in Retirement Planning and Investment Planning to enable you to make the most of your hard-earned savings.

Outside LV=, I like to keep fit and enjoy spending time with my two children who help in keeping me active.

As an employee of LV= I get paid a basic salary which reflects my professional qualifications. Any bonus payment I receive is subject to review based on the quality of the advice I provide customers.

I look forward to speaking to you soon.

Hi, I’m Emma Russell

Emma Russell

My contact details are:

0800 032 2065

emma.russell@LV.com

I'm a Senior Financial Adviser ...

... and been at LV= for 11 years.

I'm qualified to give advice on the retirement and investments products available through LV= and a range of other companies. I specialise in Retirement Planning and strive to make sure my customers get the best income they can from their pension pots, making sure they understand all the options available to them.

As an employee of LV= I get paid a basic salary, which reflects my professional qualifications. I'm a Diploma Qualified Member of The Personal Finance Society.

I look forward to speaking to you soon.

Hi, I’m Chris Eastment

Chris Eastment

My contact details are:

0800 032 2318

chris.eastment@LV.com

I've worked for LV= for almost 14 ...

... years and have been advising on Life & health cover, pensions, savings & investments and annuities during this time.

I now specialise in Investments and Retirement planning.

I look forward to speaking to you soon.

Hi, I’m Paul Rogers

Paul Rogers

My contact details are:

0800 032 3229

paul.rogers2@LV.com

I’ve worked as a financial adviser ...

... for 14 years, the last 3 years here at LV=.

I specialise in looking at customers' existing investments and making recommendations for the future. I'm also qualified to give you advice on the annuity, savings, pension and investment products of LV= and a range of other companies.

As an employee of LV= I get paid a basic salary which reflects my professional qualifications. Any bonus payment I receive is subject to review based on the quality of the advice I provide to customers.

I look forward to speaking to you soon.

Hi, I’m Claire Budgen

Claire Budgen

My contact details are:

0800 032 2063

claire.budgen@LV.com

I’ve been in financial services ...

... for 13 years, 5 of which as a financial adviser.

I'm qualified to Diploma level and continually update my knowledge to achieve the annual Statement of Professional Standing. This means you can have confidence and trust the advice I provide.

I advise in an open and honest way to enable you to make an informed decision meaning you feel happy and secure going forward.

I’m able to give you advice on the retirement, savings, and investment products of LV= and a range of other companies. I am also a member of The Personal Finance Society.

Being phone based you’re able to contact me easily and have one point of contact.

I look forward to speaking to you soon.

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

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

Find out more

Get professional online retirement advice to help you get the most from your pension pot.

Find out more

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

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