Who we help

Business owners and entrepreneurs

While you focus on your business, it can be easy to forget about your personal finances. But there are simple ways to secure your financial future.

It’s no secret that business owners have a lot on their plate. Scaling up and succeeding can easily drain much of your time and energy. This is where Amicus can step in as you look to secure, manage and grow your wealth for the future.

Don't just take our word for it, here's feedback from our clients

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

If you have a sizeable investment portfolio or are just starting to look at how you could structure your pension/investment portfolio in a tax efficient way it’s well worth having a chat with Ryan. Having had issues with previous IFA’s trying to charge overly high fees for a substandard offering I was very wary about getting involved with another IFA. However, I’m glad I did. Ryan identified and resolved where I was over protected and consequently paying too much for products, put in place a sensible framework for my finances and all for a lower fee than I was previously paying.

A.H

Chris has been advising me since around 2010 and has always provided an efficient and professional service. Chris provides just the right amount of information to make decisions and is always happy to meet up in person at short notice. Chris keeps up to date with changing personal and work situations, new products and legislation so his advice is always current, and I wouldn’t hesitate in recommending Chris as a FA.

L.B

Honest and very personable, Ryan has been an absolute pleasure to work with and I would highly recommend him to anyone who is looking for sound financial advice from an immensely professional financial advisor. Ryan has been advising me for the last 4 years primarily on my Personal Pension activities and he has proven to be extremely knowledgeable, professional and helpful throughout. His knowledge of his sector has been incredibly impressive and his ongoing engagement and commitment to my financial wellbeing equally so.

P.M
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Where we can support you

Our experts will assist you across the three key stages of running a business

Establish

Getting a business off the ground is no mean feat. At this early stage, it’s essential to ensure you are planning your future financial security as your commitments increase.

Grow

As you start to look further ahead and enjoy your success, there are several considerations that are sometimes overlooked, such as taking income and planning for later life.

Succession

Even if you have no plans to step away from your business yet, succession still needs to be considered. Careful planning will ensure this future stage of your life is as successful as the first.

How to get started

What we do best is to take on the role of a guide as you continue along your entrepreneurial journey. Our starting point is to learn more about what’s important to you so we can help eliminate the stress of planning your personal finances while you run your business. From there, we’ll give you access to a comprehensive wealth planning service that is tailored exclusively to you.

 

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How we help

Financial expertise for every stage of your life

With Amicus, you get access to a broader spectrum of financial planning expertise, so you’re covered as your needs change over time.

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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.

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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