Will Pennie DipPFS

“My most important piece of advice is very, very simple: have a plan!”

Wilfred is a Senior Financial Adviser at Amicus Wealth. Recognizing that every client’s goals are as individual and varied as they are, his passion for the industry lies in helping people achieve whatever is important to them in life. Something he says is made possible by the client-led and refreshingly honest culture at Amicus Wealth. And, on the subject of honesty, while Wilfred’s main love in his spare time is sports, he also admits to having tried his hand as an actor in years gone by.

Tel: 0203 727 6686

Mob: 07973 483 630

Email: will.pennie@amicuswealth.co.uk

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  • “Very personal service”

    I would highly recommend the services of Amicus Wealth for anyone in need of some clarity or assistance with both tax relief and planning. I originally approached Will Pennie because I had begun to think about whether my various individual personal pensions accumulated through various employments were being optimally managed in my best interests, and whether there was more I could be doing to make the most of available tax benefits both pension and otherwise.

    Before even discussing my pension, Will talked through my background, lifestyle, current situation and my thoughts on retirement and potential expectations. He helped me to get some perspective before providing a tailored set of proposals around how best to optimise the management and potential performance of my investments, outlining how I could best utilise unused tax benefits for possible top up investments.

    R.P

  • “Solid and dependable financial advice”

    I originally approached Will Pennie because I was looking for advice on pension management. Having received very good guidance and support on my pension planning, I also used Will for a more holistic approach to the management of my finances.

    Will helped me by giving me clear and concise information about my options at the appropriate technical level. He also made me aware of financial products I was not familiar with, but without any undue sales pressure.

    I have already recommended Will to colleagues, the sort of person that would benefit most from using Will is the busy senior manager/executive that cannot dedicate the time required to self-manage their finances and is looking for solid and dependable financial advice.

    G.K

  • “Retire with confidence”

    It is surprising what can be achieved when you are seeking to boost your retirement pot and how important timing is when it comes to utilising annual contribution limits, income tax savings and protection against exceeding the lifetime allowance. At the age of 55 my wife and I were in a financial position to retire with confidence about the adequacy of our pension provision. The calculations were more complex than I had imagined and without Will’s advice I would have missed out on some significant benefits to boost my pot and been subject to an unexpected tax burden. I had previously been put off taking professional financial advice when an advisor had little more knowledge than I did and appeared to base advice on the level of commission he would receive from the different options. When I was introduced to Will Pennie at Amicus Wealth I found quite a different situation.

    J.T