Financial Services
Independent financial advice
It's important to check regularly that your money is working as hard as it could be. This is where LV= (new trading name of Liverpool Victoria) can help.An annual review with a financial adviser from LighthouseTemple, the LV= chosen provider of independent financial advice, will help you ensure that your finances are on track and can provide guidance on savings and investments and show how to reduce potential inheritance tax liabilities.
Professional financial advisers are on hand to offer high quality advice to all members. They can research the market to find the right product for you rather than being restricted to the products of one company.
Retirement planning
The secret is to lay some plans, whether it's saving a few pounds each month or investing a lump sum. So how do you go about it? Talk to one of LV='s financial advisers at a time and place to suit you. They are professionally qualified to give you unbiased advice without any obligation, and will explain how you could make the most of your money today and in future.
Savings and investment planning
LV= can help you to maximise the return on your savings and investments including:
- lump sum investments such as an inheritance, house sale or redundancy settlement
- regular savings products such as Individual Savings Accounts.
Family protection
Protection when it's needed most. Family responsibilities could mean making sure your dependants are taken care of financially in the event of your death. Life cover gives you reassurance during the years that matter most, and it could cost the equivalent of only a few pence a day. Call today for further information.
Prospect acts as an introducer to the LV= group of companies for general insurance and advice on investment, life protection and pensions.
Financial planning for members overseas
Some financial services detailed above are not available to members resident outside the UK. This is usually a consequence of the regulatory framework, controlled in the UK by the Financial Services Authority. For members in places not covered by the financial advice services offered by LV=, Prospect can offer alternative advice.
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