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Under this service we will bring all of your financial arrangements together and you will be given 24/7 access to view these online. An annual valuation report will be sent to you.
Virtue on Demand is our second tier service. We will provide you with the same benefits of the Lite service with the additional access to an adviser if required.
Virtue Deluxe is our most popular service. With a dedicated relationship manager and Financial Adviser your financial affairs are reviewed regularly. We will also keep you up to date with a six monthly valuation report.
• A minimum of 10 years away from retirement….
• Juggling a large portfolio that is too hard to manage without the help of a professional…
If you have any further questions, please use our online form and we’ll get back to you as soon as possible.
If you wish to register a complaint, please write to or telephone Diane Kennedy, telephone number 0345 034 3424.
A summary of our internal complaints handling procedures for the resaonable and prompt handling of complaints is avaliable 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 45 67.
Any personal information that you volunteer will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or telephone.
Linlithgow EH49 7LR
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.
VAT Registration Number: 154 4463 12