Financial Advice
A simple way to improve the way you manage your finances.
Online financial checkup
If you’re new to financial planning and don't know where to begin, this free service can help you on your way
We love:
The fact that it’s, quick, easy to use and provides you with a brief report highlighting where you may need to take action.
CSMA Club bonus:
Approved Partner status, and in safe hands with LV=
What next?
Already a Club member? Log in or set up a login
Not a member and feeling left out? Join online now
CSMA Club acts as an introducer to members of the Liverpool Victoria group of companies for investment and protection products.
If you found this useful, take a look at...
Insurance and the Fund Performance Monitor.
Committed to offering a better service and greater convenience to customers, LV= Frizzell has worked with us for over 85 years and is a CSMA Club Approved Partner. Find out why you can buy with confidence when you see the CSMA Club Approved Partner logo.
Independent financial advice
… practical advice on how to manage your finances. Offering individual consultations either over the phone or face to face at a time convenient to you.
We love:
Financial Advisers who are not tied to any single provider. That means they can search the whole market to find the most suitable products for you and provide unbiased information on a range of topics. LV= Frizzell's chosen provider of independent financial advice, Lighthouse Temple, can help you:
- Prepare and plan for retirement
- Budget your income and outgoings
- Maximise your savings and investments
- Organise your existing commitments such as mortgages and loans
- Protect your wealth and assets (by reducing, for instance, the impact of Inheritance Tax)
CSMA Club bonus:
Approved Partner status, and in safe hands with LV=
What next?
Already a Club member? Log in or set up a login
Not a member and feeling left out? Join online now
CSMA Club acts as an introducer to members of the Liverpool Victoria group of companies for investment and protection products.
If you found this useful, take a look at...
Insurance, Motor Legal Expenses Cover, Fund Performance Monitor.
Committed to offering a better service and greater convenience to customers, LV= Frizzell has worked with us for over 85 years and is a CSMA Club Approved Partner. Find out why you can buy with confidence when you see the CSMA Club Approved Partner logo.