Our name, ‘Virtue Wealth Solutions,’ was born out of a commitment to reflect our core vision and values for the company. We exist to provide the highest quality holistic advice to our clients, where acting with integrity, honesty and treating clients with the highest regard is always at the heart of what we do.

Our Client Service Charter

As a Virtue Wealth Solutions client, we work closely with you and your family to build and sustain a long-term relationship based on trust, exceptional service, and the quality of our initial and ongoing advice. We continue to give you personalised advice to help you make informed financial decisions about your future. With goal-based planning, we can help you to identify your priorities and formulate a plan to set you on track to achieving your life goals.

Ongoing Advice Review Meetings

• Ongoing Advice Review meetings at least every 12 months
• Full review of your financial situation, tax position and financial goals
• Goals based planning using cash flow modelling to offer peace of mind in an uncertain world
• With goals-based planning, we can help you to identify your priorities and formulate a plan to set you on track to achieving your life goals
• Review and, if applicable, rebalance your investment portfolio and fund choices
• Help you maximise your annual allowances
• Help you to review your appetite for investment risk as your circumstances and priorities change, ensuring your investments continue to meet your objectives and requirements
• Engage and listen to feedback to maintain our exceptional standards for clients

 Our Client Commitment

• Always do what we say we will do and ensure you have clarity in all areas of your financial wellbeing
• Be available any time during working hours via phone or email to handle any queries you may have
• Respond to all client queries within 24-hour timescale
• Provide exceptional client servicing with personalised advice tailored to your life goals
• Be your trusted financial advisers over the long term, and work closely with any other professional advisers you have
• Personalised Virtue Wealth Solutions folders with all new business cases

 Communication & Support

• Access to the St. James's Place App 24 hours a day via any smart device
• Annual postal valuation report of your investments and online access to your Wealth Account 24 hours a day, via our website.
• Access to e-briefing service, sending regular financial communications that are tailored to you and your interests
• Invitations to client events/briefings
• Annual Budget reports summarising the chancellors Budget announcements

Chartered Financial Planner – What this means for you

• The Chartered badge is a public commitment to putting you first
• The ‘Gold Standard’ of financial planning
• Competent holistic and specialised advice
• Best practice and best customer outcomes, whilst exceeding minimum standards
• ‘Chartered Financial Planner’ has a completed a suite of professional qualifications equivalent to a bachelor’s degree
• I undertake an intensive programme of regularly consolidating and updating my knowledge. Therefore, I am committed to continuous personal development.