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Investment

Our investments are managed by Threadneedle Investments. By investing with us, your clients will gain from benefits such as smoothing, and the potential for a mutual bonus to be added.

For clients looking to invest with us over the long term, our Flexible Guarantee Bond Series 2 offers three fund options with different risk profiles while giving clients options to secure their investment and lock in growth through a flexible capital guarantee option. Each option invests in a mix of equities, commercial property, fixed interest and cash.


Valuations

How to contact us about investments your client has with us.

Find our more about our valuations

Tools

Let us support your advice with our handy online tools.

View our online tools

Literature

Download or order brochures, applications and guides.

Visit the literature library

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK