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Investments advice

Shall we talk about your investments?

0800 756 8516
Lines open:  Mon to Fri 8.30am - 6pm

overview

Before we get started, here's what we'll need to know from you

  • Your views on risk and security of capital
  • If tax efficiency is important to you
  • If there is a family member you wish to leave an investment to when you're no longer around
  • If you're looking for growth and income from your investments
 

Our tried and tested process

We'll guide you through your investment options by following these four clear steps:

Step 1

Your personal finance review 

Step 2

Analysis and advice 

Step 3

The application process

Step 4

Our ongoing service 

Personal financial review

Your needs are as unique as you are, so we make a point of understanding what you want your money to do. We look at your personal circumstances which affect where you should invest, like your tax position, investments you already have and whether you have any debts that should be repaid.

    Analysis and advice

    We’ll draw up recommendations using options available from our panel of investment products and funds. We’ll then arrange a time to discuss your options in more detail and answer any and all questions you may have.

      The application

      Once you’ve decided on the best solution for you, we’ll guide you through the application process and arrange all of the necessary transactions.

        Our ongoing service

        If you choose to, we’ll review your financial situation with you each year to check that your investments continue to meet your needs and changing circumstances. At each review we’ll advise you of any necessary or recommended changes.

          In the complex world of investments, advice is invaluable

          Speech bubbles coming out of mobile phone next to a piggy bank, mug and pen
          • We're proud of the quality of service that our professional advisers offer.
          • We offer pension and annuity products from the whole of the market and investment products from the Liverpool Victoria group of companies and a limited number of other companies.
          • When you pay for advice from our expert advisers, they'll help you make the most of your money and they’re accountable for the advice they give you.
          Our expert advice team

          our fees

          What you need to know about paying for our advice

          You'll only pay for advice if you go ahead with our recommendations. We're worth it, we promise. 

          • We’ll run through the advice fee during the financial review and agree with you the exact amount in our written recommendation
          • Fees vary and depend on the amount of investment and the complexity of the work we do for you
          • You can pay fees directly to us or they can be taken from the investment
          • There are separate fees for the ongoing advice service if you decide to take advantage of it
           

          Investments advice

          Let's get started

          We're here to help you get the most from your money. Let us help you get on the right path.

          0800 756 8516

          Mon to Fri 8.30am - 6pm

          For TextDirect first dial 18001

          We will record and/or monitor calls for training and audit purposes.

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