Amicus Wealth Management Avis 42

TrustScore 4.5 sur 5

4,7

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Amicus (7IM) have looked after our pensions for many years now. We have always received sage advice from George Winters and his colleagues, and with their attention to detail alongside our changing r... Voir plus

Noté 5 sur 5 étoiles

I used Annabel for my remortgage. Very helpful, quick to respond to both emails or calls. Came up with a good plan for me that another broker didn't think of. All good and would recommend.

Noté 5 sur 5 étoiles

As existing client's of seven investment ( now Amicus Wealth Management) for over 20 years we just wanted to put on record our appreciation for the advice and service we have received over that period... Voir plus

Noté 5 sur 5 étoiles

We are very happy with Amicus: very efficient and effective people across the board particularly George Winters who looks after us very well. Returns have been consistently good even allowing for the... Voir plus

À propos de l'entreprise

  1. Conseil en investissement

Écrit par l'entreprise

Amicus is a leading wealth management firm built around personal relationships and clear, thoughtful advice. We help you grow, protect and structure your wealth with confidence – including smart, tax‑efficient planning that supports your long‑term goals.


Coordonnées de contact

4,7

Excellent

TrustScore 4.5 sur 5

42 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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Noté 1 sur 5 étoiles

Had a call from a guy who reckons he'd…

Had a call from a guy who reckons he'd helped people in a similar position to myself but was unable to tell me what position that was, where i worked or how he'd obtained my information.

Between that and calling me about 8 times over the course of a week without leaving a voicemail, was a complete was of time.

30 octobre 2024
Avis spontané
Noté 1 sur 5 étoiles

Cold Call

Called by a financial advisor who couldn't explain how they obtained my full name, employer and personal mobile number. Was only told they assist and help a number of "colleagues also employed" in the same workplace.
Also received contact via LinkdIn to which i'd already responded that i wasn't interested.

24 octobre 2024
Avis spontané
Noté 5 sur 5 étoiles

Amazingly helpful

We have been a client of Annabel's for a number of years and she has been incredibly helpful and knowledgeable in helping us with our finances, always providing a personal approach. Would wholeheartedly recommend her.

16 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Richard Hammond and Annabel Speakman

Have been working with Richard Hammond and Annabel Speakman for several years, and have always been incredibly impressed with their expertise and thoughtful, tailored advice. Richard is always able to provide simple explanations of complex financial structures, and Annabel has an outstanding knowledge of the mortgage ecosystem. Highly recommend both!

17 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Sound financial advice

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.

15 août 2024
Avis spontané
Noté 5 sur 5 étoiles

Mortgage application

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.

29 mai 2024
Avis spontané
Noté 5 sur 5 étoiles

Annabel did a fantastic job

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.

17 mai 2024
Avis spontané
Noté 5 sur 5 étoiles

I’ve worked with Annabel for the past…

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.

13 novembre 2023
Avis spontané
Noté 5 sur 5 étoiles

Really user friendly experience

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.

5 octobre 2023
Avis spontané
Noté 5 sur 5 étoiles

Amicus Wealth

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.

17 octobre 2023
Avis spontané
Noté 5 sur 5 étoiles

Amicus Wealth - Mortgage Service

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!

1 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Helped us while she was on holiday

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!

10 août 2022
Avis spontané
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Réponse de Amicus Wealth Management

Thank you very much for the positive review. We're really please you got a cheaper rate! Annabel is one of our best!

Noté 5 sur 5 étoiles

Thorough financial planning and a mortgage swiftly secured

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!

21 septembre 2022
Avis spontané
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Réponse de Amicus Wealth Management

We're really glad you're happy with the service James and Annabel gave you. We strive for excellence and its great to see our clients are please! Thank you very much for the review.

Noté 5 sur 5 étoiles

Annabel is an excellent mortgage adviser, would definitely recommend

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.

9 juin 2022
Avis spontané
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Réponse de Amicus Wealth Management

Thank you Gavin for your review of your experience with us and Annabel's service! All the best in your new home.

Noté 5 sur 5 étoiles

Annabel was so helpful and patient with…

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

8 mars 2022
Avis spontané
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Réponse de Amicus Wealth Management

Thank you very much for the review Joe. Enjoy your new home!

Noté 5 sur 5 étoiles

Making the seemingly impossible possible!

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.

4 février 2022
Avis spontané
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Réponse de Amicus Wealth Management

Thank you Robert! Very glad to hear such good things from our clients. We appreciate you're review and hope you enjoy your new home.

Noté 5 sur 5 étoiles

Mortgage Adviser

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.

16 juillet 2021
Avis spontané
Noté 5 sur 5 étoiles

Expert advice delivered in a timely

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

11 juillet 2019
Avis spontané
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Réponse de Amicus Wealth Management

Thank you for the wonderful review!

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