We offer a bespoke service to our clients ensuring they are fitted to your needs, and are ready to make alterations should you need them. We want to help to minimise risk. We cannot promise you the world, but we do promise to invest your money with one purpose in mind - to help you meet your goals, and no-one else's.
Therefore, we will always ensure you have a full risk analysis before any investments are made. In-line with your servicing level we will assess and monitor your holdings to make sure that your money constantly adapts to the ever changing financial marketplace. Working alongside you we help you define an end-state, before structuring a financial package that will help you get there.
Therefore, we will always ensure you have a full risk analysis before any investments are made. In-line with your servicing level we will assess and monitor your holdings to make sure that your money constantly adapts to the ever changing financial marketplace. Working alongside you we help you define an end-state, before structuring a financial package that will help you get there.
Services
Virtue Money is an Independent Financial Adviser firm based in Linlithgow. We help you to manage your financial goals, and really specialise in helping you with pensions or investments. We are focused on being approachable, reliable and most importantly personal to all of our individual clients.
If you have any further questions or would like to speak to one of our Financial Advisers, please use our online form and we'll get back to you as soon as possible.If you wish to register a complaint or have any Data Protection queries, please write to or telephone Diane Kennedy, telephone number 0345 034 3424.
If you have any further questions or would like to speak to one of our Financial Advisers, please use our online form and we'll get back to you as soon as possible.If you wish to register a complaint or have any Data Protection queries, please write to or telephone Diane Kennedy, telephone number 0345 034 3424.
At this first meeting (Free of Charge), a qualified financial adviser will ascertain what kind of advice you need and learn your views about money and investing. The adviser will outline the solutions we can offer you, explain how the financial planning process works and tell you what the costs of our advice will be if you decide to proceed.
These are services we provide to you for a one-off lump sum payment that you will receive financial advice on from one of our qualified Financial Advisers.
We input detailed information supplied by you into our software system and can build in various "what if" scenarios; like what if the children go to university, what if we pay off the mortgage early, what if we want to go on that once in a lifetime holiday, to identify a course of action needed to ensure that your financial future isn't just pie in the sky.
We input detailed information supplied by you into our software system and can build in various "what if" scenarios; like what if the children go to university, what if we pay off the mortgage early, what if we want to go on that once in a lifetime holiday, to identify a course of action needed to ensure that your financial future isn't just pie in the sky.
Each year Virtue Money vote for a chosen charity. We base our charity selection on a mixture of criteria including geographical location, size of organisation and personal influencing factors. Each month we have a charity dress down day, by which all the staff donate 2 and can dress in their own casual clothes.
National Autistic Society is a British Charity for autistic people. The organisation helps to improve the lives of autistic people living with the condition in the UK.
In addition to a wide range of adult and children's services for autistic people located across England, Scotland, Northern Ireland and Wales, the charity has an Autism Helpline open 5 days a week, a range of products for professionals working with autistics and a campaigning function.We raised an amazing 1,000!
In addition to a wide range of adult and children's services for autistic people located across England, Scotland, Northern Ireland and Wales, the charity has an Autism Helpline open 5 days a week, a range of products for professionals working with autistics and a campaigning function.We raised an amazing 1,000!
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Theresa Jones
Jul 20, 2018
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