Wealth Management 360°

Your Lifetime Wealth Model

Our tried and trusted model gives you an easier way to evaluate your finances and plan for the future.

Using industry-leading technology, you’ll be able to see your wealth and assets in a single, visual representation. We’ll build up a clear and detailed picture of your finances so you have everything you need to make strategic decisions about your money.

What will you see?

Your Lifetime Wealth Model covers three core areas of wealth management:

Cashflow Projection

See what you need to save and what you can afford to spend to meet your goals. We then use this information to manage and draw on your assets in the most tax-efficient way to protect their value.

Retirement Planning

More than just pensions, we offer a much broader view that incorporates other tax-efficient ways to use your money, helping you to optimise your overall contributions across your lifetime.

Estate Planning

Gain a deeper understanding of the likely future value of your estate. You can then use this enhanced knowledge to make the best decisions for your future and your beneficiaries.

How to use it

Your personalised Lifetime Wealth Model will help you answer questions like:

When will I have enough to retire?

Can I afford a second home?

How will private education fees impact my finances?

Can I afford to gift money and still be secure in retirement?

Ready to build your Lifetime Wealth Model?

Tap here to get started or to learn more about our wider Wealth Management 360˚ Service.

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