information

We use cookies to make sure your experience is as good as it can be. If you’re happy with that, just continue using the site. Learn more about cookies here.

skip to main content

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.

LV= Value

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


More on LV= Value

LV= Secure

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


More on LV= Secure

LV= Choice

Speak to your usual LV=
sales contact for more investment options.




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