Meet the team
Our expert advisers are here to give you professional, tailored advice
what we do for you
We're here to help explain complex issues in a simple way with a clear and transparent approach.
- 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.
- We're available online or on the telephone to answer your questions.
- Our expert advisers are on your side and any recommendations we make are in your best interests.
- Get a clear picture of your financial health and how you can save money.
- We will create a retirement plan with your goals at the core.
- We can review your pensions and retirement income each year to make sure it's reaching its full potential.
- A free one-on-one consultation to clarify your retirement goals. Any fees will be agreed upfront before proceeding to advice.
- If you're a member of LV= you will get access to a range of member benefits.
Meet some of our expert advisers
Our team specialise in pensions, transfers, advice and much more
DIPLOMA IN REGULATED FINANCIAL PLANNING HOLDING THE PENSION TRANSFER QUALIFICATION
Chris
It’s great to help individuals make sense of their pensions and other assets, and helping them understand how best to use their wealth to meet objectives in retirement. For me, it’s all about education and understanding - before making big decisions.
DIPLOMA IN REGULATED FINANCIAL PLANNING HOLDING THE PENSION TRANSFER QUALIFICATION
Elaina
I have worked in the financial services industry for many years. During the last few years I have been providing retirement and investment advice. I have extensive qualifications including advice on defined benefit pensions and am working towards a chartered status. I am passionate about providing advice that helps clients achieve their needs and objectives.
DIPLOMA IN REGULATED FINANCIAL PLANNING HOLDING THE PENSION TRANSFER QUALIFICATION
Ellie
I started my career in a private bank where I provided holistic advice, before moving to LV= in 2015. Since then I have provided advice on investments and pensions, before moving to specialising in Defined Benefit transfers.
Diploma in Regulated Financial Planning
Jim
I have worked in the area of retirement solutions for a number of years and I specialise in helping people navigate the sometimes complex world of pensions. I focus on understanding the customer’s needs and objectives for their pensions and their plans for retirement, whilst ensuring they don’t come to any financial harm.
DIPLOMA IN REGULATED FINANCIAL PLANNING HOLDING THE PENSION TRANSFER QUALIFICATION
Laura
I have lots of experience when it comes to giving advice and have specialised in the retirement area for several years. I now focus on helping people who want advice on Defined Benefit pension transfers.
Diploma in Regulated Financial Planning, Certificate in Mortgage Advice
Vincent
I have a wealth of experience when it comes to pensions and giving advice but over the past few years I’ve specialised in helping people who want to transfer their pension plan to a new provider.
Financial advice
Need help?
Have a commitment-free chat with one of our expert advisers today. Start your conversation by giving us a little more detail.
Mon to Fri 8.30am-6pm
For TextDirect: First dial 18001
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