Virgin One is teaming up with Misys IFA Services to hold roadshows showing the benefits of holistic banking to the network's members.
The current account and mortgage lender is also promoting the value of independent advice by mailing tens of thousands of customers to help them find an IFA in their area.
Virgin, which has a network of alliances with IFAs, will pass all leads on to its selected intermediary partners.
The roadshows will start in Edinburgh before moving on to Newbury, Brighton and Bristol. Virgin wants to demonstrate the benefits of saving through an all-in-one account and how its One account can help with endowment shortfalls.
Virgin One head of business partnerships Anthony Richardson says: “We know one of the main reasons people do not take out an account is they want to talk to someone face to face. We are passing leads on to intermediary partners so they can offer the contact we are not able to.”