Amicus Wealth Management レビュー 37

I have been really pleased with the sound advice I have received from Samuel Johnston. I find the financial system baffling and he simplified everything and also helped me set everything up for my new son which was very important for me.
I feel really happy about my investments and excited for the future. Thank you Sam for your great advice and help.

These guys know their onions, very impressed, particularly Richard Valentine, sustained exceptional advice on complex pension matters.

As a client of Amicus it was great to know there is an in house specialist for mortgages.

Annabel was fantastic and very helpful in securing the best mortgage for my partner and I. It made the whole experience feel smooth and stress free. Annabel had great advice and was always responsive.

Annabel did a fantastic job of quickly, and simply guiding me through to the best available mortgage. She helped update it when necessary and was overall very efficient and friendly. She took the time to have phone meetings with me and explain everything, and was happy to take my call on a Friday afternoon when I needed help to change something.

I’ve worked with Annabel for the past three years and can highly recommend her services. We took on a large home renovation project and have had to raise additional funds to cover the cost of the works. Annabel has provided us with excellent advice, she has been responsive and efficient and her advice and support has always ensured we have the best arrangement in place.

I've used Annabel and Amicus several times now and have really appreciated the manner and diligence of their service in explaining the requirements and providing a favourable solution from the market.

Annabel was fantastic - proactive and responsive which is exactly what you're looking for when you're getting a mortgage. Would definitely recommend and use again.

The process of getting a mortgage can be a stressful and challenging process but Annabel really made things so straightforward for me. Her relationships with the various lenders was a huge help and ensured I got the most competitive packages on the market. In a time when interest rates are scary and rising, I am really happy with what Annabel did for me!

Annabel helped us lock in a cheaper rate by getting all the documents submitted the day before the bank raised them, and did so while she was actually on holiday. Thank you so much!

I was recommended Amicus by a colleague of mine to help me with my financial planning, and it has been an incredibly informative, valuable, and smooth process throughout. The two people I'm working with are James Harvey and Annabel Speakman.

I have the pleasure of working with James on my financial planning and I've learned a tonne as he explains everything very thoroughly. Not only that, he's incredibly communicative and clear about the pros and cons of every situation we talk about. I have absolute faith in his guidance and abilities. The level of detail that James also works in is immaculate, and the empathy he shows really helps build the trust you need.

In addition, when looking for properties and going through the process of securing a mortgage for the first time, James put me in touch with Annabel. The process of finding a property, securing it, and then doing all the paperwork can be painful at the best of times but what wasn't was securing the best mortgage possible for our situation and support on the process that surrounded it. Annabel was incredibly communicative, efficient, and clinical in everything throughout the mortgage process - there was never any doubt that Annabel would be able to do an exceptional job here from day 1.

I've already recommended Amicus to a few other colleagues and will recommend more - couldn't be happier with the 5* service that James and Annabel have provided, and looking forward to working with them more in the future!

Annabel helped us find a mortgage 5 years ago and has just organised our remortgage. On both occasions she got us a great deal with zero fuss. This time she pulled out all the stops to lock in a good rate while every lender was in the process of hiking their rates and has saved us paying a lot more as a result. I would definitely recommend Annabel unreservedly.

Annabel was so helpful and patient with us. She got us exactly the mortgage we wanted. Highly recommend her services!

Annabel was able to find us mortgage solutions, making it possible for us to fund a wonderful new family home, just when we thought it had become impossible. Annabel and team also destressed the fact finding, application forms and admin process.

We used Amicus Wealth as our recent Mortgage Advisers. Annabel Speakman the employee we dealt with and I have to say she made what could potentially be a stressful situation for first time buyers extremely easy going, straightforward and simple. She was patient with our questions and found us a fantastic, affordable mortgage at a very good rate. If only I knew buying a house was this simple I'd have done it ages ago! Thank you to Annabel and all at Amiucs Wealth.

Expert advice delivered in a timely, professional manner- can't recommend them enough!

My experience with Amicus Wealth has been nothing but positive. I didn’t feel pressured at any point, everything was made clear and my pension is performing better than it was in its previous fund. Well recommended

Had a great all round experience with Amicus Wealth, they have been very helpful and understanding of my individual requirements.