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Meet the experts

Your investments are safe in our hands

Meet the experts

Investment advice is for you if…

Get to know our investments specialists

Paul Jolley
I've been at LV= since 1994, and an Adviser since 1999.

I'm a Chartered Financial Planner which is the Gold Standard of Financial Advisers and hold advanced qualifications in both Retirement and Investments. I specialise in Retirement Planning and Investment Planning to enable you to make the most of your hard-earned savings.

Outside LV=, I like to keep fit and enjoy spending time with my two children who help in keeping me active.

As an employee of LV= I get paid a basic salary which reflects my professional qualifications. Any bonus payment I receive is subject to review based on the quality of the advice I provide customers.
0800 032 2029
Emma Russell
I'm a Senior Financial Adviser and have been at LV= for 11 years.

I'm qualified to give advice on the retirement and investments products available through LV= and a range of other companies. I specialise in Retirement Planning and strive to make sure my customers get the best income they can from their pension pots, making sure they understand all the options available to them.

As an employee of LV= I get paid a basic salary, which reflects my professional qualifications. I'm a Diploma Qualified Member of The Personal Finance Society.
0800 032 2065
Chris Eastment
I've worked for LV= for almost 14 years and have been advising on Life & health cover, pensions, savings & investments and annuities during this time.

I now specialise in Investments and Retirement planning.
0800 032 2318
Paul Rogers
I’ve worked as a financial adviser for 14 years, the last 3 years here at LV=.

I specialise in looking at customers' existing investments and making recommendations for the future. I'm also qualified to give you advice on the annuity, savings, pension and investment products of LV= and a range of other companies.

As an employee of LV= I get paid a basic salary which reflects my professional qualifications. Any bonus payment I receive is subject to review based on the quality of the advice I provide to customers.
0800 032 3229
Claire Budgen
I’ve been in financial services for 13 years, 5 of which as a financial adviser.

I'm qualified to Diploma level and continually update my knowledge to achieve the annual Statement of Professional Standing. This means you can have confidence and trust the advice I provide.

I advise in an open and honest way to enable you to make an informed decision meaning you feel happy and secure going forward.

I’m able to give you advice on the retirement, savings, and investment products of LV= and a range of other companies. I am also a member of The Personal Finance Society.

Being phone based you’re able to contact me easily and have one point of contact.
0800 032 2063
our goals

Here's what we'll do for you 

  • 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.

 

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Paying for advice

Getting the right financial advice is invaluable

We're proud of the quality of service that our professionally qualified advisers provide. And you can benefit from their expertise too.

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 .

Find out more
Call us on:0800 756 8516