Our clients (many of whom have taken advice before but have lost contact with the adviser) come to us for expert financial advice. Some individuals and families however, require more and very different types of assistance than others — hence our flexible approach.
No matter whether you require occasional investment advice, an unbiased opinion on your insurances, help with Inheritance Tax, or the preparation of an all-encompassing financial blueprint for life, your adviser will be delighted to guide you. Furthermore, you can call on our services wherever you live and in anyway you wish.Virtue’s advisers are located across the UK and can provide advice to you over the telephone, by e-mail and via Skype.
As well as explaining the services we offer, this brochure summarises how we would invest your money and provides an overview of our five-stage financial planning process.
I appreciate your interest in our service and look forward to welcoming you as a client.