Who we help

Individuals and families

You’re never too old or too young to benefit from expert financial advice. Whether that’s picking the right investments, paying school fees or planning for your retirement.

Your Amicus adviser is there to make your life easier. Instead of reacting to life events, you can look ahead safe in the knowledge that you have a plan to grow and manage your wealth in a way that gives you confidence about the future.

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

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

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. Having recently returned to the UK after living in New York for six years, I was looking for a Financial Advisor and Mike was recommended to me by a friend from business school. After our initial meeting, I left feeling confident that Mike and his company would be able to support me in my financial planning goals.

V.C

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
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What we can do for you

We support individuals and families at all ages and stages of life with a variety of personal financial needs. From the simplest to the most complex, we can help:

  • Create a detailed financial plan to help you meet your goals
  • Build and manage wealth to make the most of your money
  • Find tax-efficient ways to invest and planning for legacies and inheritance
  • Understand your income and capital needs so you have money when you need it most
  • Plan for your retirement, including provisions for long-term care
  • Take care of your pensions, consolidating schemes and income drawdowns
  • Develop your investment portfolio and managing your assets over time

Whether your list of financial goals and aspirations is long or short, we tailor our service to match your circumstances.

Talk to an adviser

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