Who we help

Directors and partners

When you're a senior professional, your busy work life may be challenging but your financial life doesn’t have to be.

If you lack the time to create a long-term financial plan or have complex needs when it comes to wealth management, we can assist. Our advisers will help you look after and grow your wealth to meet your financial goals.

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

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

Whether you are young and only looking to start something modest or older and looking for something more mature, I’m sure you would be in good hands with Ryan.

I needed help with setting up a long term private pension plan and an additional savings plan. Ryan came highly recommended by a good friend and before we met, I had a general lack of understanding regarding pensions – how to structure them, how much will I need when I retire and how should I fit a private pension around my work pension and other savings products.

D.C

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
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What we can do for you

Reaching a new milestone in your career is a cause for celebration. Although it often brings with it additional demands on your time as well as decisions to be made about pension lifetime allowances, tax planning and retirement.

Managing all of this while juggling other financial commitments – like funding children’s education costs or investing your money – can become a burden. Our team has the expertise to tackle each of these financial issues to relieve the stress and give you back valuable time.

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Focused on meeting your needs

Are you a high-net-worth individual looking for support in making a strong plan to secure your financial future? Do you need a more personalised approach to financial planning or investment advice? Are you considering the best ways to prepare for life after work?

If the answer to any of these questions is yes, please do get in touch and we can walk you through the options available to you.

 

Get in touch today
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