How can we help?

Let us know what you need a hand with and we'll take it from there

Want to know more about what we offer?

Contact & help
Call us on:0800 756 8516
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Investments advice

Shall we talk about your investments?

Lines open:  Mon to Thu 9am - 5.30pm  Fri 9am - 5pm


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 

In the complex world of investments, advice is invaluable.

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  • We're proud of the quality of service that our professional advisers offer.
  • We offer a range of the pension and investment products from the Liverpool Victoria group of companies. We also offer investment products from a limited number of other companies, and annuity products from the whole of the market.
  • 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 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 detail 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
  • We’ll always agree the fee with you before it is paid
  • 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 most from your money. Let us help you get on the right path.

Mon to Thu 9am - 5.30pm 

Fri 9am - 5pm 

For TextDirect first dial 18001

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