Insurance

Like Banking, The City of London is a hub for the Insurance industry, meaning these clients are also on our doorstep. Here are some of their stories:

“Confidence of his approach and quality of advice”

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

  • “Strong asset to Amicus”

    My strongest testimony to Matt is that I have recommended his services to my friends. He is a strong asset to Amicus. I have been dealing with Matt for a number of years. When I was first introduced to Matt he conducted a thorough fact find and made sure that I was fully aware of the choices. From this he was able to determine what type of Investor I was and his recommendations met my needs. Matt has been fantastic in consolidating my financial affairs and having providing me with one point of contact. Matt continues to keep in regular contact and is always willing to help – Matt keeps me well informed of the changes in the market and products and this shows through in our regular review meetings.

    -C.L

  • “Polite, professional and approachable”

    I have been a satisfied client of Richard and Amicus Wealth for several years. They have always been polite, professional and approachable and their advice has always been spot on. I would not hesitate to recommend them.

    — A.W

  • “You would be in good hands”

    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