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Contact Amicus Wealth

Amicus Wealth

Posting for 3+ years

Amicus Wealth

Amicus Wealth avatar
Amicus Wealth
5.0
(3 reviews)
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Overview

  • Operates in United Kingdom
  • Posting since 2022

Portfolio

image

Services

Financial Advisors
Health Insurance
Investment Advisors
Key Person Insurance
Life Insurance
Pensions and Incentives

Description

Amicus Wealth is a financial services consultancy that offers our clients the best of both worlds: the energy and drive of a new company, plus expertise and reassurance from over 20 advisers with years of wealth management experience.

Our vision is simple. We know that every individual’s financial situation, needs and concerns are different. We understand that our clients place great trust in us when they choose us for their financial planning. That’s why we aim to cover all areas of financial planning and why the advice and solutions we offer are bespoke for you. We always look to build long-term relationships, and plan to be there to support our clients throughout their careers.

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Reviews (3)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

5.0out of 5
3 reviews
Greg
13 June 2024
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Great experience working with Alex - he has really understood my goals and quickly provided a clear strategy to achieve them. Looking forward to watching our partnership grow in the coming months/years

Megan
13 June 2024
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Made everything really clear to understand for someone with minimal knowledge, good investment advice and really nice to deal with

Derek Brooks
13 June 2024
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Easy to deal with. Very obliging and knowledgeable.

Other services offered

Retirement Planning

Tax Efficiency

Investments For Income/Capital Growth

Services