Claudia Button | Amicus Wealth

Claudia Button DipPFS

Associate Director

“Taking advantage of available reliefs and allowances are key to maximising any financial plan.”

Claudia is an Associate Director of Amicus Wealth. Her focus is based on building and maintaining long term, trusted relationships with her clients. She understands that each client needs individual solutions to their problems and feels that her pragmatic approach ensures her advice is easy for clients to understand, relevant to the times and in line with their specific goals and objectives. Out of the office, Claudia loves the outdoors, enjoys winter sports and has a keen interest in motor racing.


Claudia’s Client Stories

Below are client stories from Claudia’s clients and highlight the areas she specialises in.

Tax Planning & Banking

“Extremely helpful and responsive”

I am very happy to recommend Claudia Button. She has been extremely helpful and responsive over the past two years as my financial adviser. She has helped me with various aspects of tax planning to a very high standard.


Nik Oliver
Managing Director at UBS

Pension

“No hesitation in recommending Claudia”

Whilst I think the sort of person that would benefit most from using Amicus are individuals similar to myself, there is a wide spectrum of people who don’t have a full understanding of their financial affairs and would undoubtedly benefit from meeting representatives from Amicus Wealth, and I would have no hesitation in recommending Claudia as a contact point.

I was introduced to Claudia at Amicus Wealth in late 2017. Before then I was primarily concerned about my retirement plans, as over the years I had contributed to pensions with three financial institutions and had little control over the investments so did not feel that I was maximising their performance. A colleague of mine who had similar circumstances had met with Claudia and recommended her as someone who would be able to help address my requirements.

Claudia helped me by fully explaining the benefits and downsides of transferring the existing pensions to a SIPP and did this in a manner which was easy to understand, providing a full explanation of any recommendations made.

Since then Claudia and I have met regularly to review the retirement plans and arrangements. Claudia is always happy to help, replies in a timely manner and follows up our discussions with a written summary which outlines our discussions and fully justifies any recommendations. No question is considered too simple and Claudia is always happy to spend time explaining any follow up points. Having not spent much time considering my retirement plans in the past I found the experience enlightening and of a great help to me.


Paul Harrington
Director, Real Estate Finance at Santander Corporate & Commercial Banking

Various Pension Pots

“Patient, and taken the time to both listen and understand my long term hopes and objectives”

I am more than happy to recommend Claudia and Amicus to any potential future Clients.

I was initially introduced to Claudia in June 2017. At that time, I had many concerns about my various pensions with both current and previous employers dating back over 30 years. I had not sought professional financial advice for more than 10 years and realised after I returned to the UK in late 2016, following a long term work assignment in Hong Kong, that I needed to seek such advice from a reputable company.

I was initially introduced to Claudia in June 2017. At that time, I had many concerns about my various pensions with both current and previous employers dating back over 30 years. I had not sought professional financial advice for more than 10 years and realised after I returned to the UK in late 2016, following a long term work assignment in Hong Kong, that I needed to seek such advice from a reputable company.

From my first initial meeting with Claudia, I felt she was someone I could comfortably talk to and discuss all my various financial affairs including those concerning my wife and young family.

Claudia certainly helped me to better understand my various company pension pots and through her own investigations of my past employers' pension schemes, dating back to the mid-1980s, she was able to give me a clear and concise summary of my present situation and options. In a few instances, I was more than pleasantly surprised to find out the values of certain pension pots following Claudia’s investigations.

During our various meetings, Claudia has always been patient, and taken the time to both listen and understand my long term hopes and objectives for the future.

From my own experiences I believe the sort of people who would most benefit from using Amicus and Claudia would be having several pension pots from both past and present employers, like myself, and seeking to better understand what potential options would be available to them after they reach the age of 55 and beyond.

My overall experience dealing with Amicus Wealth and Claudia, in particular, is very positive and I look forward to continuing a long term relationship with both.


Mark Currie
Vice President at Guy Carpenter & Company