Retirees

Our clients trust us to manage their finances, giving them security for some of the biggest milestones in life, including the major one we all work towards - retirement.

“I feel both comfortable and in control”

I have no hesitation in recommending Chris’s services. In my view – regardless of your situation – it is always worth an initial conversation with Chris to see if he can assist you in meeting your investment and tax management objectives.

When I first met Chris I did not have a clear idea of what I was looking to achieve or indeed what was possible. I also needed to feel comfortable dealing with him and his company.

M.W

  • “I found the experience enlightening and feel very comfortable with the advice given”

    Based on my financial status and age I would recommend Amicus to talk through the various investments in the market because they will come up with a good fit

    When I met with Alex in 2017,I was at a stage in my career where I needed to start planning for my retirement. I had a reasonable amount of available cash that was not working to my best advantage. Through a number of constructive meetings with Alex, he helped me understand the options & products. I now have a number of investments in place with considerable tax benefits that can be built on over the coming years.

    -C.B

  • "Good, quality, friendly and impartial advice."

    Anyone looking to consolidate their various employment pensions as I did and find good, quality, friendly and impartial advice should not hesitate to talk to Gethin and the team at Amicus Wealth.

    I was initially contacted by Gethin with a view to assisting with my Financial Planning for retirement. At the time I had numerous pensions from my various employments ranging from Final Salary to Cash Purchase to stakeholder pensions, all with varying sums.

    -W.S