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 Lite is our entry level service. The Virtue lite account enables you to consolidate the investments and insurances you hold with us in one place. Once a year we will send you a report confirming the values and other details of the products within your Lite account. Plus, your Lite account can be accessed via your smartphone, tablet or computer.
Virtue Lite is an administration-only service. No advice is provided as to the suitability of the plans or investments you hold. On that basis, a Lite account is ideal if you believe you are in complete control of your financial planning. Otherwise we recommend that you upgrade to either our Demand or Deluxe service.
Looking to protect their families/lifestyles from an unpredictable future…
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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