Who we help

Busy people often have little time to plan out precisely how to manage their money — that’s where we come in.

Investments. Asset protection. Retirement. Inheritance. Tax optimisation. The list of possibilities for safeguarding your wealth is long. We’ll help find the best options for you, your family or your business through our holistic, personalised approach to financial planning.

What’s your biggest priority?

Some people want to retire at a certain age but are unsure whether they’re on track. Others might be looking for a better service than their current provider offers. Busy professionals may just need someone to take care of their finances for them while business owners could be looking for ways to invest their profits or proceeds from a sale.

Whatever your starting point, we’ll listen to what you want and then tailor our advice. So you can meet your most pressing needs and manage your wealth into the future.

Start the conversation with us today and find out how we can help you grow and manage your wealth.

Talk to an adviser

Our wealth management services

Financial planning for a bright future is an important aspect of life, no matter what your background.

For individuals and families

We’re here to help you meet your financial needs. Whether that’s investing, planning your retirement or securing your family’s future wealth.

For directors and partners

We understand the financial challenges of busy professionals who are moving up in their careers – and can help you plan around them.

For business owners and entrepreneurs

Our team is ready to help you make the most out of your profits or secure an exit from your business so you can lead the life you want to lead.

Wealth Management 360°

At the centre of everything we do is a focus on securing your financial freedom – however that looks to you. We call it Wealth Management 360˚ because it covers all aspects of your financial wellbeing.

Your Lifetime Wealth Model gives you a complete picture of your finances over time. Your Tax Optimisation Strategy ensures your contributions are made in the most tax-efficient way possible. Our Family Office is on hand for any specialist financial needs. And our investment team will help you place your money where it will deliver the best returns over time.

At every stage, you’ll be supported by your own adviser.

Our Wealth Management 360° service

Our thorough financial planning service will support you throughout your life, helping you to financial freedom quicker than going it alone.

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