Call us on:0800 756 8516
Investments advice
Shall we talk about your investments?
Lines open: Mon to Thu 9am - 5.30pm Fri 9am - 5pm
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 – hopefully exciting post for a change. 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.
In the complex world of investments, advice is invaluable.
- 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.