Your Wealth Management 360° Service

Our comprehensive approach to wealth planning is designed to support you throughout your life, with tailored support as your needs change.

What can you expect?

Whether you’re planning for yourself, family or your business, our service is always centred on your needs.

We know that everyone will have different financial requirements at different stages in their lives. That’s why our Wealth Management 360˚ Service offers multi-step support to match your changing financial needs.

We also pair you with your own adviser. They’ll listen to your goals and aspirations. Then help you construct a strategic wealth plan, optimise your tax allowances, organise your assets, and keep you informed about your investment portfolio.

Where we can help

With the guidance of a dedicated adviser, you can easily complete many of the tasks on your financial to-do list:

Find a new mortgage

Draft a will

Sign power of attorney (POA)

Find foreign exchange deals

Take out property or general insurance

And much more…

What makes Amicus different?

Our Wealth Management 360˚ Service is underpinned by a personal and pragmatic approach to your finances.

We take huge pride in our high standard of client care. Not only will you have easy access to your adviser whenever you need them. You’ll also have the peace of mind that comes with specialists who are personally invested in managing your financial affairs.

Four steps to financial freedom

Choose where to start with Amicus:

1

Your Lifetime Wealth Model

Our cutting-edge technology will map your finances so you can make informed decisions about your money.

2

Your Tax Optimisation Strategy

We’ll prepare tailored advice on how to limit your exposure and keep your overall tax rate low.

3

Family Office

Amicus experts and strategic partners will be on hand to secure your wealth at every stage of your life.

4

Investment Excellence

Our specialist teams will present you with short and long-term investment opportunities to grow your wealth.
ABOUT US

Helping you achieve financial freedom

We’ve made it our mission to enable more people to make life decisions without worrying about the cost. Whether it’s working on your own terms, retiring early or growing your retirement fund, we’ll help you to make it happen.

Learn more

Having worked with Mike and Amicus since it's inception I know that my finances are in good hands. The regular reviews that Mike organizes with me to validate the investment strategy enable us to tweak the portfolio along the way for maximum value and has helped produce strong returns. I have used Mike and his colleagues at Amicus to inform me across various other parts of my financial planning, including arranging the financing for property purchases and have been confident in recommending him to friends and colleagues who have communicated to me that they are equally pleased.”

L.S-C

I particularly like the fact that I will be made aware of potential future changes in legislation or rules that could impact me. This combined with the regular review meetings that re-assess current state gives me the confidence that I can adjust my financial plans in plenty of time, if required.”

J.T

I have a great relationship with Mike and trust him 100%. He knows my goals, risk tolerance and appreciates my lack of time. I am a very structured person and like that he always comes super prepared for our meetings. I feel as though my financials are in a safe pair of hands but also that my changing needs are being met. I see this as a long-term partnership.”

V.C

I would certainly recommend Amicus Wealth as the financial company you should be talking to. I was provided with impartial, practical and professional advice on my financial portfolio which I have matured both privately and professionally. After using another renowned broker, I decided to obtain a third party opinion and went to Amicus Wealth who methodically and meticulously went through my various policies and ended up with a streamlined and comprehensive set of policies that provides for my future and at a reduced premium – what else could I ask for.”

T.H

I originally approached Will Pennie because I was looking for advice on pension management. Having received very good guidance and support on my pension planning, I also used Will for a more holistic approach to the management of my finances. I have already recommended Will to colleagues, the sort of person that would benefit most from using Will is the busy senior manager/executive that cannot dedicate the time required to self-manage their finances and is looking for solid and dependable financial advice.”

G.K

Gethin put forward a range of suggestions and ideas that I would not have been able to undertake myself to ensure that I maximized the window of investment opportunity available. Before I came to Amicus, I had no real specific concerns however has previously dealt with my financial arrangements myself but wanted to understand transparency of arrangements. It has been a very useful experience to help me get my financial planning on a sound footing and provide opportunities for the future. ”

C.S

I have no hesitation in recommending Chris’s services. In my view – regardless of your situation – it is always worth an initial conversation with Chris to see if he can assist you in meeting your investment and tax management objectives. When I first met Chris I did not have a clear idea of what I was looking to achieve or indeed what was possible. I also needed to feel comfortable dealing with him and his company.”

M.W

We would recommend Amicus to seasoned and novice investors alike and to any budding entrepreneurs. Dave and his team at Amicus are a dynamic, forward looking company and I am confident that our investments and the advice we receive are on a very sound footing. We particularly liked the thorough approach and risk analysis Amicus used to understanding our financial situation and advising on the possible strategies which could be used to maximise our funds growth over the long term.”

G.Y