Amicus Wealth is a financial services consultancy that offers our clients the best of both worlds: the energy and drive of a new company, plus expertise and reassurance from over 20 advisers with years of wealth management experience.
Our vision is simple.
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3 customer reviews
Greg
Great experience working with Alex - he has really understood my goals and quickly provided a clear strategy to achieve them. Looking forward to watching our partnership grow in the coming months/years More...
Megan
Made everything really clear to understand for someone with minimal knowledge, good investment advice and really nice to deal with
Derek Brooks
Easy to deal with. Very obliging and knowledgeable.
Retirement Planning
One of the biggest areas of concern our clients talk to us about is planning for the day they will eventually retire. Pensions can be a great cause of uncertainty, with large sums of money held in multiple pots through changes of employment over people’s lifetime. Our aim is to help relieve this uncertainty to ensure that, once your working life is over and you start a new chapter, you will be financially comfortable and able to do all the things you hope to do.
We make this possible by creating accurate projections of your income upon retirement, understanding what level of risk you’re comfortable with when planning financial solutions, recommending funds and giving ongoing investment performance reviews. We also review any old pensions you have in place, accumulated through multiple employers.
Tax Efficiency
We know how much our clients care about tax efficiency – naturally, you want to get the most out of your money. That’s why it underpins all of our investment advice, and recommendations around how to structure your finances.
Every financial product has different tax treatments. It’s important that, firstly, we understand it and then, even more crucially, that we can clearly relate it to you so you’re absolutely certain about what you have in place.
Investments For Income/Capital Growth
Whether your most pressing financial need is saving for your children’s school fees, reducing mortgage debt or other medium to long-term objectives; we can support you by planning the most suitable investments to generate income or capital growth.
We can explain the opportunity cost of keeping money in cash above-and-beyond levels needed for short-term financial goals; use allowances and concessions from the government in the most tax-efficient way and advise you on how to structure investments – whether that’s in order to provide you with an income, or to achieve capital growth. Through knowing you, your goals and also your risk appetite, we can recommend the type of products that will be right for your personal situation.
