Welcome to Virtue Money

 

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.


At Virtue Money, we understand each person requires different financial advice for different stages in their life.

 

Therefore, we have designed our Life Stages

providing you with information of financial matters you may wish to consider during each stage of life.

 

Transparency from the start

Introductory discussion

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.

Gather information

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.

Create a plan

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.

Up and running

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.

Ongoing review (Virtue Deluxe/Bespoke Services)

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.