Virtue On Demand

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.

 

Under the On Demand service you can seek our advice on any financial issues as and when you require it. (Prior to offering any advice however, your own Adviser will need to follow the four-step process – see ‘Our Advice Process.’) The service offers the same benefits as the Virtue Lite option, including the facility to monitor your investments and insurances online whenever you wish.

A typical customer is…

  • Just starting their financial journey…….
  • Retiring and needs help accessing their pension benefits…….

Everything in one place

Budgeting software

Track how you are spending your money and where you can afford to make cuts.

Collated accounts

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.

Automatic updates

Know exactly where you stand with account values updated on a weekly basis.

Frequently asked questions

  • What products do you provide advice on?
    We advise our clients on a wide range of  pensions, investments and protection policies. That means we are ‘whole of market’, independent and up to date on a wide range of products.
  • Is there a minimum investment?
    There is no minimum investment. With Virtue Money you decide how much you wish to invest and then our dedicated adviser will look into the best option for you.
  • How much will it cost?
    Our initial meeting with you will always be free of charge. We will discuss any fees with you at this point depending on the level of service required.
  • How often will I hear from you?
    We are committed to giving you a personal service that suits you. We will agree with you how often you require an update on your financial position and, in addition to this. We will only send information that is completely relevant to you. If you require anything else then you can give us a call. We are always happy to help!
  • Will you liaise with my accountant?
    With your written permission we are happy to deal with any related parties including tax advisers, accountants or even family members.
  • Will you meet with me outside business hours?
    Virtue Money are happy to meet with you whenever suits best.