Amicus Wealth

Money & Insurance
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27 reviews
Overall Rating
Customer Reviews about

Amicus Wealth

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Mr & Mrs Hughes

5.00/5.00

"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.

15/08/2024

Robert Lilley

5.00/5.00

"These guys know their onions"

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

06/08/2024

Alistair Wilmot

5.00/5.00

"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.

29/05/2024

James

5.00/5.00

"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.

21/05/2024

Mr Lewis Beck

5.00/5.00

"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.

13/11/2023

Chris McAllister

5.00/5.00

"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.

17/10/2023

James

5.00/5.00

"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.

17/10/2023

CH

5.00/5.00

"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!

18/05/2023

Alex

5.00/5.00

"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!

26/09/2022

Waleed Arshad

5.00/5.00

"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!

21/09/2022
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