Income requests can be requested over the phone if no ad-hoc adviser fee is required. Please call us to arrange this on:
0800 032 2990 (option 2)
Lines open 9am - 5pm Monday to Friday
For TextDirect: first dial 18001
Calls are recorded and may be monitored for training and audit purposes.
New Business
12pm 5 April 2023 - Completed application, supporting documents and bank transfers must all be received.
31 March 2023 - Cheques must be received.
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: NMPTL Client Money
Account Number: 21718060
Sort Code: 15-10-00
Please send cheques to:
LV= New Business Team,
Pease House,
Tilehouse Street,
Hitchin,
SG5 2DX
To be received by 31 March 2023
Smoothed Managed Funds ISAs
12pm 4 April 2023 - Completed application, supporting documents and bank transfers must all be received.
31 March 2023 - Cheques must be received.
When sending bank transfers please remember to quote the clients plan reference number:
Account Name: LVFS Ltd
Account Number: 83340295
Sort Code: 20-00-00
Please send cheques to:
LV= SMF Team,
County Gates,
Bournemouth,
BH1 2NF
To be received by 31 March 2023
Drawdown
All outstanding info must be received by these dates:
10 March 2023 - Requests from external investments must be received.
17 March 2023 - Requests from insured investments must be received.
We have collated all our most common questions around tax year end and listed these below with the answers to save you having to contact us.