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LV= Wealth

We're linked with some of the leading Discretionary Managers to provide choice around bespoke investment portfolios.
  • A highly personalised investment approach, designed to make investing easier while keeping your clients in control.
  • This gives your clients a tailored solution focusing on delivering precisely what they need, as they approach retirement and their priorities and attitudes to risk begin to change.
  • We have a rigorous selection process applied in choosing the right investment managers for our Discretionary Management Option.
  • The wealth proposition offers a variety of investment styles and a comprehensive range of services such as face-to-face meetings, quarterly reports, online services and keenly negotiated fees.

Your client can take advantage of one or more of our carefully selected panel below:


LV= Value

A range of low cost/ high quality investment funds including market leading passive and risk rated solutions
Investment value

LV= Secure

Options to provide protection against market fluctuation and provide guaranteed income in retirement

Secure investment

LV= Choice

Options to provide protection against market fluctuation and provide guaranteed income in retirement

Investment choice

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