“It is important to ensure that you and your family are properly protected against all future scenarios.”
Matt is an Associate Director at Amicus Wealth. His passion lies in helping clients to achieve their life goals, knowing he can help them reach a better position from a planning and financial point of view. He believes regular contact and thoroughly understanding a client’s requirements are the keys to building a long term trusted relationship. Having grown up in Cheltenham, he is naturally also a horseracing fan, with a good eye for a winner.
Below are client stories from Matt’s clients and highlight the areas he specialises in.
“Strong asset to Amicus.”
My strongest testimony to Matt is that I have recommended his services to my friends. He is a strong asset to Amicus. I have been dealing with Matt for a number of years. When I was first introduced to Matt he conducted a thorough fact find and made sure that I was fully aware of the choices. From this he was able to determine what type of Investor I was and his recommendations met my needs. Matt has been fantastic in consolidating my financial affairs and providing me with one point of contact. Matt continues to keep in regular contact and is always willing to help – Matt keeps me well informed of the changes in the market and products and this shows through in our regular review meetings.
“Streamlined and Comprehensive.”
I would certainly recommend Amicus Wealth as the financial company you should be talking to.
Matt Thomas provided me with impartial, practical and professional advice on my financial portfolio which I have matured both privately and professionally. After using another renowned broker, I decided to obtain a third party opinion and went to Amicus Wealth who methodically and meticulously went through my various policies and I ended up with a streamlined and comprehensive set of policies that provides for my future and at a reduced premium – what else could I ask for?
“A financial strategy which met my requirements.”
The whole experience has been very positive. Before I met Matt I was a little wary about seeking financial advice as it was very important that I ensured that I worked with a trusted and recommended firm. I was particularly interested in longer term financial planning and how to maximise my future pension.
Over the course of our meetings, Matt put my concerns to rest and proposed a financial strategy which met my requirements. Matts approach to financial advice is, eager and flexible. Professionals & executives for whom financial planning isn’t their area of strength and those who need to ensure they are maximising their future financial position, would certainly benefit from Matts services.
“Matt took care of everything.”
I would recommend Matt and the Amicus team to anyone that wants tailored advice, strong financial performance across a wide range of investments and the security that their investment portfolio is actively reviewed to ensure it continues to deliver.
I was looking to consolidate some existing company and personal pensions that I had with a number of different providers. The pensions were not being actively managed and therefore I was concerned that they were not performing as well as they could be. I also previously had cash ISAs, but the returns were very low, so I was curious if stocks and shares ISAs would be a better option.
I didn't have the time or expertise to consolidate my pensions and ISAs or manage them myself. It was at this point I was recommended the services of Matt Thomas by a friend. Matt took the time to fully understand my financial position and goals as well answering all my questions. Based on this Matt put together a number of tax-efficient investment options along with his personal recommendation for my portfolio. Once the approach was agreed Matt took care of everything - working with my existing pension providers and my employer to transfer funds and get everything setup.
The whole experience was very professional and efficient throughout and I have since moved additional funds over to Matt to manage and we regularly meet to review performance and any changes to my financial position and requirements. These ongoing reviews give me peace of mind that everything is performing well and present the opportunity to review any further recommendations that Matt has.