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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

Investment opportunities

We offer a wide range of funds available to cater for different investors appetite for risk:

  • We have access to over 50 funds, both in house and from a panel of leading Fund Houses. Our panel of funds is reviewed quarterly to make sure it meets the needs of our members and clients.
  • We offer a range of investments and will recommend the most appropriate to meet your tax position.
  • Some funds focus on growth, some on income and some a combination of the two.
  • The range of funds available means we can cater for different investor’s tolerance of risk from the more cautious to the more adventurous.
  • Capital Guaranteed options are available for those who are looking for a reduced capital risk.

Important things you should know

Our bond invests in stocks and shares and other investments which can rise and fall in value. This means you’re not certain to make a profit and you could get back less than you invested.

If you choose a guarantee you have to buy it (in other words it isn’t free). Any guarantee will only apply at the end of your chosen guarantee term. Once the term ends you’ll need to buy a new guarantee, if you still want one. You could still get back less than you invested if you cash in your bond before the end of you chosen guarantee term or after if you don’t buy a new guarantee.

Case studies

Here are a few examples that portray the types of clients we've helped and show you how we work. They aren't actual clients, but they’re designed to give you an idea of how we can help people like you.

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
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=.