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.
The Deluxe service ensures that you have your own dedicated Financial Adviser and your plans are automatically reviewed on a regular basis. So if your investments should ever be affected by legislation or changes in the market place, you have the comfort of knowing that your adviser will be on top of the situation and will advise you accordingly. The frequency and cost of the reviews will depend on the complexity of your finances: as a general guide, we would recommend that reviews are carried out at least once a year.
Track how you are spending your money and where you can afford to make cuts.
See all your financial affairs linked up in one safe place; everything from your bank and credit card statements to your insurance, investment and pension arrangements.
Know exactly where you stand with account values updated on a weekly basis.
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.
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