Virtual Adviser - Fintuity

FCA Regulated

All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.

Safe & Secure

Your data is safe with us! Similar to your bank, we use above industry security protocols and secure platforms to ensure that your data is safe.

On Your Side

Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.

What is the Virtual Adviser?

The Virtual Adviser is a highly advanced online tool that delivers instant, bespoke and accurate financial advice to you. Using the latest in machine learning technology, we use a unique algorithm to assess the health of your finances and offer practical real-time advice.

Having automated the financial advisory process, the Virtual Adviser provides instant recommendations based upon a short 5 minute questionnaire and covering protections, pensions, investments and mortgages, we are able to provide an immediate detailed financial health report that can form the basis for a more detailed discussion with a member of our IFA team.

Private and Secure

We never disclose your personal data to third parties and use the highest security protocols to ensure that your data is kept safe and secure

Quick & Easy to Use

Take our quick and easy to use 5-minute virtual questionnaire to get comprehensive and tailored financial advice.

Highly Accurate

Using our unique algorithm and based on the latest machine learning, the Virtual Adviser gives you highly accurate and bespoke financial advice.

What kind of instant financial advice would you like to get?

Financial Health Check

Take a short questionnaire and receive a detailed & bespoke report that will show you the strength of your finances.

As with the health of you and your family, it is important to undertake an occasional financial health check to ensure that your portfolio is working as it should be. Book your financial health check to make sure that your portfolio is working as it should be.

Start

Estimated time ~5 min

Review Your Investments

Plan to develop your investment portfolio or simply review your existing investments.

Have you been making the most of the tax free benefits from your ISA account? How is your existing portfolio performing and has your risk profile changed? These are just a few of the questions you can answer by reviewing your investments with our investment check.

Start

Estimated time ~5 min

Review your Pension Plan

Planning for your retirement is important and having the right strategy in place before you make the move can ensure that your pensions portfolio works for you.

It is never to early to start planning for your retirement. With the right pension plan in place, you can help to ensure a successful and comfortable retirement. Our pension check can help you identify the right pension to give you a peace of mind.

Start

Estimated time ~5 min

Protection Check

Look after you and your loved ones financial future with the right protection plan.

Every family is unique and therefore each family requires the right level of protection to ensure financial stability in case the worse happens. Our automated protection check has been designed to present you with the most suitable protection solutions ,with a fully costed and transparent costing.

Start

Estimated time ~5 min

Mortgage

Find the right mortgage solution for your big move.

Moving and financing your new home is always going to be stressful. With so many mortgage products on the market it is easy to overlook the right deal for you. Use our mortgage review to find the right mortgage for your circumstance.

Coming soon

Estimated time ~5 min