Virtus Financial Planning Limited | Financial Adviser

Welcome to Virtus Financial Planning Limited

Our goal is clear-cut, put together suitable plans to secure your financial future. Areas where we can help you range from simple investment and retirement planning all the way through to complex estate management. We have no ‘type’ of client - only those who would benefit from solid advice, simple.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

We pride ourselves on building long-term relationships with clients.

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Find out more

Please get in touch to discuss your financial requirements in more detail.

Get in touch

Promotions

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Testimonials

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From the initial inquiry to the regular updates, Bobby has explained the benefits and outlined the risks clearly on the decisions to be made. I know he is putting my interests first and I trust his advice. I would not hesitate recommending him to anyone.

Caran Smith, Wokingham

SJP Approved 30/04/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Virtus Financial Planning Limited is registered in England and Wales, Number 13312586. Registered Office: 30 Lombard Street, London, EC3V 9BQ.