Self Employed

As you may know, the self-employed or Directors of Ltd. Companies have different tax treatments. With this in mind, our advice is tailored to suit their situations. Here are some examples are how we help this type of client:

“Amicus has its finger on the pulse”

We would recommend Amicus to seasoned and novice investors alike and to any budding entrepreneurs. Dave and his team at Amicus are a dynamic, forward looking company and I am confident that our investments and the advice we receive are on a very sound footing.

We particularly liked the thorough approach and risk analysis Amicus used to understanding our financial situation and advising on the possible strategies which could be used to maximise our funds growth over the long term.

G.Y

  • “Well worth having a chat with Ryan”

    If you have a sizeable investment portfolio or are just starting to look at how you could structure your pension/investment portfolio in a tax efficient way it's well worth having a chat with Ryan. Having had issues with previous IFA's trying to charge overly high fees for a substandard offering I was very wary about getting involved with another IFA. However, I'm glad I did. Ryan identified and resolved where I was over protected and consequently paying too much for products, put in place a sensible framework for my finances and all for a lower fee than I was previously paying.

    A.H

  • “Efficient and Professional Service”

    Chris has been advising me since around 2010 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.

    L.B

  • “Knowledgeable, professional and helpful”

    Honest and very personable, Ryan has been an absolute pleasure to work with and I would highly recommend him to anyone who is looking for sound financial advice from an immensely professional financial advisor. Ryan has been advising me for the last 4 years primarily on my Personal Pension activities and he has proven to be extremely knowledgeable, professional and helpful throughout. His knowledge of his sector has been incredibly impressive and his ongoing engagement and commitment to my financial wellbeing equally so.

    P.M