“The ever-changing landscape of the financial world creates a minefield of rules and regulations. Regular reviews are essential to keep abreast of the situation and make sure your finances are kept in the best possible shape.”
Christopher is a Co-Founder and Director at Amicus Wealth and has worked in Financial Services since 2007 with a degree in Business Economics. He is motivated by developing long-term relationships with his clients and believes positive changes in the industry are helping everyone receive fair, cost-effective, ongoing advice. In his private time he balances his interest in sport with his enthusiasm for good food and wine.
Below are client stories from Chris’s clients and highlight the areas he specialises in.
“Zero hard-sell tactics”
Anyone who needs advice for pensions or investments or who simply needs someone to help organise their current portfolio and gain an updated status would benefit most from the service that Chris and Amicus provide. There is a very friendly atmosphere in our meetings and at no point was there any pressure to take any services. A number of meetings took place before any decisions were made. I first contacted Chris and Amicus so that we could obtain a view of all my different pensions spanning 30 years across multiple companies and to identify their current value and consolidate my pensions. Then to look at migrating them onto one platform/into one fund and to review any 'final salary' transfer value options and take advantage of maximum allowances.
Before I met Chris, I was concerned as I expected some hard-sell tactics, due to my experience with many other advisers over the years, which did not lead to positive outcomes. This was not the case with Chris. There is also an over-whelming amount of different financial advisors to choose from.
I chose to do business with Amicus due to positive recommendations from colleagues. Chris’s considerate and 'soft' approach helped me realise my risk appetite and an understanding of my current work and personal life commitments. Chris obtained a view on all of my pensions and consolidated them into one fund. The annual transfer value figures were also obtained from the final salary pensions so that timely decisions can be made when appropriate with regards to lifetime allowance. What I particularly liked about the approach and delivery in our first meetings was that Chris re-enforced the risks that I was taking and there were zero hard-sell tactics. He is always very friendly, professional and took time to understand my personal circumstances in order to offer the most appropriate advice.
“Efficient and Professional Service”
Chris has been advising me since around 2010 and has always provided an efficient and professional service. Chris provides just the right amount of information to make decisions and is always happy to meet up in person at short notice. Chris keeps up to date with changing personal and work situations, new products and legislation so his advice is always current, and I wouldn’t hesitate in recommending Chris as a FA.
“I feel both comfortable and in control”
I have no hesitation in recommending Chris’s services. In my view – regardless of your situation – it is always worth an initial conversation with Chris to see if he can assist you in meeting your investment and tax management objectives.
When I first met Chris I did not have a clear idea of what I was looking to achieve or indeed what was possible. I also needed to feel comfortable dealing with him and his company.
We had a number of informal meetings where we got to know each other, and I gained a clearer idea of what I was aiming to achieve and to understand how Chris could help me to achieve those objectives.
I am now in a place with my investment portfolio where I feel both comfortable and in control which I can honestly say was not the case before I met him.
“Strong level of aftercare”
Having had a particularly laissez faire attitude towards to pensions and savings in general when I was introduced to Chris and Amicus it was great to have some simple but affective plans put in place. Explanations of which policies and why they were most suitable for me were again kept clean and easily intelligible to a mind that has only a vague interest in financial planning.
There has been a strong level of aftercare whereby any questions I have had have been answered quickly and effectively and regular updates and potential forward options are provided even when I have forgotten to ask so I’m always aware of where I stand.
Many thanks to Chris and Amicus for all your help over the years for helping me reach a better financial position.