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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
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Customer case study - New money

Here's an example of how we helped a customer to define their investment priorities and identify a suitable investment to meet their requirements. This isn't an actual client, but has been written to provide you with an idea of how we can help people in similar circumstances.

A customer looking to invest new funds

A customer looking to invest new funds

Andrew, aged 65

Andrew’s elderly mother had recently died leaving him with an inheritance that he wished to invest. He was keen to invest this sum wisely knowing that his parents had worked hard for their money during their lifetimes.

The adviser talked through Andrew's situation and discussed his main priorities. He was very keen on tax efficiency and funded his cash ISA when finances allowed. He didn't feel very confident or knowledgeable about stocks and shares ISA's.

It was unlikely that he would need access to the inheritance money in the next 5 years. Although Andrew was in good health his main concern was the rising cost of nursing care homes should his health deteriorate in the future.

The adviser presented Andrew with an investment solution that meant that he could make full use of his ISAs in the future.

This is how we helped Andrew

    1. We advised that the funds were brought under one ISA wrapper
    2. Andrew felt peace of mind that he was being tax efficient, investing in an area of risk suitable to him
    3. We helped him to put his money in a position where it had the opportunity to beat inflation and the returns offered by banks and building societies

He was really pleased with the outcome as he didn't have the confidence to use stocks and shares ISA’s before. The adviser gave a simple explanation of everything and the annual review process meant that any new questions or changes in circumstances could be tackled when relevant.

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

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Looking for a retirement plan that suits you? Follow this link to see what options are available through LV=.