information

We use cookies to give you the best possible experience online. By continuing to use our website, you agree to receiving our cookies on your web browser. Visit our cookie policy page to find out more and how to change your cookie settings.

skip to main content

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

Paying for advice

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 believe that in the complex world of investments, products should not be taken out without advice. By paying us you can benefit from professionally qualified advisers expertise to help you make the most of your money and they’re accountable for the advice they give you.

Key facts about our fees

  • You only pay for advice if you go ahead with our recommendations.
  • We’ll run through the advice fee during the financial review and detail the exact amount in our written recommendation.
  • Fees vary and depend on the amount of investment and the complexity of the work we do for you.
  • We’ll always agree the fee with you before it is paid.
  • You can pay fees directly to us or they can be taken from the investment.
  • There are separate fees for the on-going advice service if you decide to take advantage of it.

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=.