Banking

As our office is in the heart of the City, many of our clients are in the banking industry.
Here’s what those clients have to say about us:

“Solid and dependable financial advice”

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

  • “The process approach was client first”

    I believe that most professionals would benefit from this competent and trustworthy adviser I needed advice around investments. I have very little time to look at my own options when it comes to personal finance so someone to help me be more pro-active was really important. I hadn’t used an adviser before, so I didn’t know what to expect. You hear and read things so (it) was difficult to understand the process in meeting an adviser and getting things in place.

    -P.H

  • “His advice always has my best interests at heart and has never let me down.”

    Anyone who is looking for a professional company to help manage their money would benefit from a conversation with Amicus Wealth. My experience of Amicus Wealth has been entirely positive. From the first time I met my advisor, George (Thomas), it was clear that he was a professionally qualified, experienced expert in his field who would be able to offer me sound, impartial advice on how to best manage my money.

    -L.B

  • “Clarity and focus”

    I would recommend Ryan to those who feel they need clarity or simply some advice on just where they stand in the world of pensions, life assurance and income protection as it is such an important area but one that can be very confusing and often gets neglected or ignored. I originally met with Ryan after being referred by a friend. At that point I was concerned about the fact I, like many people, had an array of pension pots from current and previous employers, and no clear idea over how well they were performing, or how best to arrange them to work for me.

    -R.B