Other Industries

If these are not relevant to you, don’t worry, we cover all bases. Here are some client stories from people working in other industries:

“My finances are in good hands”

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

  • “Retire with confidence”

    The initial free consultation and then predefined fees gave me more confidence about the impartiality of advice and the options available were considerably more varied than those I had been aware of previously. This has resulted in my pension pot having been boosted by a considerable amount in recent years through options drawn to my attention by Will.

    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

  • “Complete confidence in their judgement”

    I have worked with Chris James since around the year 2000. 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.

    -H.J

  • “Sound timely advice”

    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. 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