Financial Adviser & Mortgage Adviser
“Financial planning can be at best complicated and at worst intimidating. By being approachable, clear and efficient, I aim to demystify so we arrive at the best solution.”
Annabel is a Financial and Mortgage Advisor with an Advanced Diploma. Her specialisms are Defined Benefit Transfers and Mortgages. Annabel is well renowned for her supportive and thorough approach. She is also a regular contributor to the Money section of The Independent, meaning many of us have benefited from her sound advice.
Annabel has a real passion for learning. She is currently working towards chartered status and believes that good old-fashioned knowledge is how she can truly offer her clients the very best service. This tenacity goes beyond her work and into her favourite hobby, cycling. She also loves baking and being outdoors with her family.
Below are client stories from Annabel’s clients and highlight the areas she specialises in.
“My first port of call for financial advice”
I would recommend Amicus Wealth to anyone who requires trustworthy financial and investment advice.
I was previously dubious about contacting financial advisors, but after hearing from a colleague how well Amicus Wealth had treated and helped him, they are now my first port of call for financial advice. Annabel at Amicus Wealth has always been on hand to help with my financial queries, from pensions advice to critical illness cover re-mortgaging and has provided great advice and support from the offset.
“Efficient, effective and without incident”
I would highly recommend Annabel to anyone looking to alter their current mortgage situation especially if your financial structures place you outside the ‘norm’ in terms of traditional lending policy.
My fixed term mortgage product was due to expire, and my financial advisor recommended Annabel. Like most people with a mortgage I was not looking forward to the re-mortgage process, but I need not have worried.
From the first meeting with Annabel the process was nothing but pleasant. Annabel quickly understood what I was looking to achieve with the re-mortgage and focused her search accordingly.
Within a couple of days, she identified an appropriate sympathetic lender, product and extremely competitive rate. The application submitted and offer in principle received within days of our initial meeting.
Annabel’s attention to client service coupled with what appeared to be excellent relationships with lenders really stood out and made the process efficient, effective and without incident.
No question or request was ever too much, and a prompt response was received without exception on every occasion. Annabel ‘s ability to keep the client informed at all times was very reassuring.
"Annabel has always been open, straightforward and available”
Working with Amicus and Annabel has made me feel secure in my choices and I would happily recommend them to anyone.
I started working with Annabel Speakman from Amicus Wealth in 2014 when I returned to the UK after a period of living abroad. I had specific questions around pension and ISA opportunities and wanted to maximize what I was able to save. I was put in touch with Annabel and Amicus through a recommendation from a friend - it was very important to me to be able to work with people I could trust, as we are dealing with my personal and sensitive information. Since I began working with her, Annabel has always been open, straightforward and available for discussions.
Advice has been tailored specifically to me, with regular reviews and recommendations and prompt service. I am now maximizing my focus areas and am clear on my options.
“Annabel has done a fantastic job”
I wouldn't hesitate to recommend Annabel to professionals who need an overhaul of their personal finances.
Having a busy job in the city, the proactive management of my finances tended to take a back seat and was largely neglected aside from the easy decisions.
Over the last year, Annabel has done a fantastic job of helping me forward plan, dealing with the complexities of maximising pension plans, ISA investments, General Investment Accounts and Mortgages. Annabel is the rare commodity of being very bright and knowing her subject inside out but without doing the hard-sell.
“Her advice was bang on in terms of meeting my needs”
Annabel is truly client centric and highly responsive. She was very patient in understanding my financial situation and the type of structure and product I needed at the time. Her advice was bang on in terms of meeting my needs. I have dealt with her on three different transactions and she was very professional all through and I got the outcome I was looking for, including post completion.
“She cares for her clients and is an expert in her field.”
I have referred Annabel to family members, friends and colleagues simply because I have experienced first-hand she cares for her clients and is an expert in her field.
Annabel was recommended to me by my colleague because I was buying a property and lacked the time and knowledge for best practice.
Her consultative approach was objective and supportive, guiding me through each step of the process and always available and responsive when questions arose. When my fixed term was near expiry, Annabel proactively contacted me and presented my options, executing successfully after an open and informed discussion.
“Extremely helpful and personable”
Annabel is extremely helpful and personable. I certainly would recommend her and the service she provides to others.
She understood my financial position and tailored her advice to meet my requirements and position at the time. Since then my situation changed and she rolled with the changes with clear and concise explanations. What I like about her advice is that it's not a once off but an ongoing basis with the right amount of touch points.