George Thomas | Amicus Wealth

George Thomas DipFA

Associate Director

“I encourage all my clients to get into good habits early – protect and save early for a better financial future.”

George is an Associate Director at Amicus Wealth. An advocate of putting plans in place as early as possible, he is motivated by seeing clients take control of their finances, protecting and building for whatever their future holds. When not delivering great value and supporting clients, he is a keen sportsman, whether that is on the football field, golfing green or cricket pitch.


George's Client Stories

Below are client stories from George’s clients and highlight the areas he specialises in.

Informative

“Happy to recommend.”

George has helped with my financial planning and always provided a professional informative service that I would be happy to recommend to any of my friends or colleagues.


Alex Blakeway
Digital Strategist, Investor and Job Creator at Oracle recruitment

Investment & Child Planning

“I’m happy to recommend him.”

George has been fantastic at providing impartial, but insightful advice in relation to changing pension providers, setting up critical illness cover & investment advice for our first child…I’m happy to recommend him to anyone who’s looking to ramp up their financial planning.


Peter Budzynski
Founder at Rocket Recruitment ltd

Retirement

“His advice always has my best interests at heart and has never let me down.”

Anyone who is looking for a professional, independent company to help manage their money would benefit from a conversation with Amicus Wealth. My experience of Amicus Wealth has been entirely positive. From the first time I met my advisor, George (Thomas), it was clear that he was a professionally qualified, experienced expert in his field who would be able to offer me sound, impartial advice on how to best manage my money.

What I particularly like about George’s approach is that he explains everything clearly in simple terms. He doesn’t apply any pressure whatsoever and I make the final decisions, based on the information and facts he has presented. His advice always has my best interests at heart and has never let me down. Not only do I meet George regularly for updates, but I frequently contact him for information on a whole range of financial matters, and he is always responsive and helpful. Given my circumstances, I was encouraged to adopt a conservative, risk averse strategy, but the funds have still grown at an impressive rate – far better than I was achieving previously - with the added advantage that they are now all in one place. This turned out to be superb advice.

I had some reservations about seeking financial advice because I was less than ten years from retirement and couldn’t afford to take chances with the pension funds I had built up but I did some research on Amicus Wealth and was reassured that they are a professional, regulated, independent firm who would be able to provide me with expert advice.

I have recommended their services to a number of friends and colleagues, who have all experienced similar positive results.


Lee Bellamy
Money Laundering Reporting Officer at AHLI United Bank

Financial Planning & Honesty

“We are and where we want to be.”

We are delighted with how our planning has been delivered. For anyone outside the financial services sector, dealing with an IFA can be daunting but George Thomas has burst that preconception.

What was immediately appealing was the simplicity with which the process was explained and the neatness of the proposed solutions. George has taken a holistic view of where we are and where we want to be, and has provided an effective and coherent package of policies and advice. More, George has steered us toward broader improvements in our financial planning for which we remain grateful.


Richard Stephens
Regional Director at Leading Global Insurance Broker