Settle down at a complimentary meeting with your relationship manager. 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
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.
© 2018 Virtue Money | Virtue Money is a trading style of Policy Services Limited. Registered Office – Priorsford, 75 Grahamsdyke Road, Bo’ness, EH51 9DZ. Registered in Scotland No. SC230167. Policy Services Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 214036.
VAT Registration Number: 154 4463 12
For any complaints or Data Protection queries please contact: firstname.lastname@example.org 0345 450 7806 Extension: 801