Testimonials | Amicus Wealth

Testimonials


John Field - GFI Group

Amicus Wealth Adviser - David Fry

"We're all busy focusing on our own careers & hence our personal investments & financial planning arrangements can take a back seat. That's where Dave & his colleagues at Amicus Wealth come in, they're constantly monitoring the best performing funds out there & advising me on any necessary switches to maximise my returns. I've always felt that they've had my best interests at heart & have had regular meetings to discuss any personal or legislative changes that could impact my future plans. I've recommended Dave & his team to several family members, friends & colleagues & will have no hesitation in continuing to do so."

Lee Barnes - RichVein Consulting

Amicus Wealth Adviser - Chris Pegler

“Chris has been advising me for over 5 years and has always provided an efficient and professional service. Chris provides just the right amount of information to make decisions and is always happy to meet up in person at short notice. Chris keeps up to date with changing personal and work situations, new products and legislation so his advice is always current and I wouldn’t hesitate in recommending Chris as a FA.”

Tim Harmer - Cisco

Amicus Wealth Adviser - Matthew Thomas

“Amicus Wealth provided me 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? I would recommend Amicus Wealth as a financial company you should be talking to.”

Leon Saunders-Calvert - Thomson Reuters

Amicus Wealth Adviser - Mike Lewis

“Having worked with Mike and Amicus since its 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.”

Hugh Jones, Partner – Osborne Clarke

Amicus Wealth Adviser - Chris James

‘I have worked with Chris James for nearly 7 years. Both he and Amicus have always given me excellent proactive advice. I have complete confidence in their judgement and have already recommended them to a number of colleagues.’