FINANCIAL ADVICE
WELCOME
Welcome to Virtus Wealth, where family comes first. Founded by Andrew Greenlees, a devoted husband to Hannah and father of four, we understand the importance of protecting and nurturing what matters most—your family.
At Virtus Wealth, we’re more than just financial advisors; we’re a family dedicated to providing you with personalised, life-changing financial advice.
Join us, and let us help secure your family’s future as part of the Virtus Wealth community.
Strategic Financial Planning
Retirement & Pension Services
Inheritance Tax Planning & Trusts
Smart Investment Strategies
Personalised Insurance Coverage
Expert Business Advisory Services
We offer no-obligation meetings that fit your lifestyle:
In-Person: Comfortably in your own home
Online: Convenient virtual sessions
Phone: Simple and straightforward calls
Contact us now and we’ll be happy to assist you.
Call our Landline direct on:
02381 550 072
Call, text or WhatsApp:
07853 549 163
Email:
OUR COMMITMENT TO YOU
At Virtus Wealth our priority is you, our client.
We build trust, offer easy-to-understand education, and help you exceed your financial goals.
As your financial advice firm, we craft personalised strategies tailored to your unique needs, backed by our exceptional expertise.
Experience transparent pricing with no hidden fees, making your financial planning smooth and worry-free.
Contact us Today
OUR SERVICES
Tailored Solutions
01
Expert Financial Advice
Discover personalised financial solutions designed to optimize your investments, pensions, and inheritance tax planning. Our expert team ensures your financial goals are met with precision and care.
03
Client-Centered Approach
At Virtus Wealth, we prioritize your needs and goals. Our client-centered approach guarantees that every decision made aligns with your best interests. Trust us to secure your financial future.
02
Industry Expertise
Benefit from our deep-rooted industry knowledge and adherence to national standards. Our team is equipped to navigate complex financial landscapes with ease and proficiency.
04
Personalised Service
As a family-owned business, we offer a level of personalised service that sets us apart. Experience a tailored financial planning journey that caters to your unique needs and aspirations.
Virtus Wealth Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
Virtus Wealth Ltd is registered in England and Wales. Company Number 15361872. Registered Address 20 Laburnum Close, Southampton, SO529JT.
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore targeted at customers in the UK.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Tax Planning or Trusts.
Tax treatment varies according to individual circumstances and is subject to change.
If you are unhappy with our service If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us: Quilter Financial Planning Complaints Department CUSTOMER COMPLAINTS MANAGER QUILTER Sunderland SR43 4JP 0808 171 2626 Email: Complaints@quilter.comTel: 0808 171 2626You can find more information by visiting the Quilter Financial Planning website:http://www.quilterfinancialplanning.co.uk/contacts/If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)
