Virtue Money is an Independent Financial Advisers based in the historic town of Linlithgow, Scotland. Our clients come to us for expert financial advice, where we tailor to your needs and requirements. We help you to manage your financial goals, and really specialise in helping you with pensions and investments.
We work closely with you from the get-go and will talk things through with you, so we know your exact specifications. Only once we have this information will we draw up a suitable plan with recommendations for you. In line with your servicing level, we will assess and monitor your holdings to make sure that your money constantly adapts to the ever-changing financial marketplace. We can also help make any alterations you may want to make along the way, as there is no crystal ball to tell you what your financial future will look like.
Virtue Money, where your financial needs become our priority.
Settle down at a complimentary meeting with one of our qualified Financial Advisers. They will learn your views about money and start to tailor a package that works for you.
This is when we get to know you better! We look at your current financial arrangements, undertake a cash flow analysis, understand your attitude to risk and learn about your future aspirations.
Having established your risk profile, you will be introduced to the right Financial Adviser. They will develop an investment strategy that is unique to you.
With your agreement, we will carefully monitor your investments and policies. At least once a year you will receive an update on their value and any key changes.
We want to keep up to date with you too. Our annual review meetings with you are a chance to do this. Afterwards we may decide to adjust your portfolio to make sure you stay ahead of the curve.
T: 0345 034 34 24 | F: 0870 420 5174
If you have any further questions or would like to speak to one of our Financial Advisers, please use our online form and we’ll get back to you as soon as possible.
If you wish to register a complaint or have any Data Protection queries, please write to or telephone Diane Kennedy, telephone number 0345 034 3424. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Virtue Money cannot be held accountable for any content on external links located on this website.
©2020 Virtue Money | Virtue Money is a trading style of Policy Services Limited, a business authorised and regulated by the Financial Conduct Authority (register number 214036). Registered office – Oracle Campus, Blackness Road, Linlithgow, EH49 7BF. Registered in Scotland no 230167. Policy Services Limited is part of the St. James’s Place Wealth Management Group.
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A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE.
YOUR PENSION INCOME COULD ALSO BE AFFECTED BY INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS.
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