Meet the experts
Your investments are safe in our hands
Meet the experts
Investment advice is for you if…
- You’re looking to outperform interest rates on bank based cash deposits
- You have a minimum amount of £15,000 to invest
- You have existing investments of £25,000 either with LV=or other providers
- You can set aside some of your investment for 5 years
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. - [email protected]
- 0800 032 2029
- 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. - [email protected]
- 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. - [email protected]
- 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. - [email protected]
- 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.
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 .
Call us on:0800 756 8516