“At the end of the day, you need to feel comfortable with and to able to trust the adviser you choose to work with. “
Rachel is an Associate Director with an AF3 Advanced Diploma. A ‘true Yorkshire lass’, she has broken through the enigma of the financial adviser industry being stuffy, backdated and dominated by men. She saw a great opportunity within Amicus Wealth to break this mould and work with like-minded ambitious individuals who want to apply their life skills to their career.
She graduated from Oxford University with a Masters in Chemistry. Although she loved working in science and admittedly is the geek of the company, she knew that a career working with the marriage of people and numbers best suited her.
The best advice she gives to her clients is; to keep it simple! She’s known for using language we all understand, uncomplicated by financial jargon and ultimately helping her clients draw the parallels between their financial planning, their lifestyle and their personal success and happiness. Her client relationships are based on trust and open and honest advice. Having grown up with a menagerie of animals, including her old pony Bounty, Rachel tries to spend as much time on the farm horse riding.
Below are client stories from Rachel’s clients and highlight the areas he specialises in.
“Rachel and Amicus sounded like a person and company I would want to do business with”
Anyone with multiple pension funds and those who are concerned about retirement would certainly and especially benefit from the service Rachel and Amicus provide.
Before I met Rachel, I was concerned that my best interests would be put first and would just be another number. Rachel really helped to ease those worries and has done a great job with keeping me informed and helping to make the right choices. I had a number of separate pension funds and wanted to consolidate the funds thus ensuring they were properly managed.
I was Introduced to Rachel by a colleague. Hearing his views on Rachel and Amicus sounded like a person and company I would want to do business with Rachel consolidated my pension fund and put the funds into the right risk category for me.
What I liked in particular was the transparency through the whole process and keeping me informed as well as regular communication. I felt confident that my pension and savings would be handled professionally with my best interests.
“Careful and thoughtful in her advice”
I have always felt that Rachel has been working in my best interest and I am very pleased to have a proactive advisor to assist me make considered and safe investments. I had another financial advisor before I was a client of Amicus, but was looking for more proactive advice, when Rachel was recommended to me by a colleague. I needed advice on Life Insurance, investments and consolidating my pension.
Rachel Initially set up my critical life and life cover, then consolidated my smaller pensions and company pension into one manageable SIPP. My relationship with Rachel has built over a few years, and she has been careful and thoughtful in her advice and we have now consolidated my investments.
Anyone who is seeking an investment strategy, protection or pension advice would benefit from the service that Rachel and Amicus Wealth offer.
“I have been more than happy with the outcome”
Rachel at Amicus has listened carefully to my needs and suggested suitable investments, particularly with regards to the management of my pension funds. The chance to review the performance of existing funds and the possibilities for changes on a face to face basis is important and I have been more than happy with the outcome so far. The explanations given for the proposed course of action(s) have always been clear and precise.
I have dealt with a number of financial advisors over the years mainly for guidance on investments and pensions. Several of these I felt were primarily motivated to sell me savings related insurance products some of which performed well others not so well.
I would recommend professionals who require advice on how best to manage their investment strategy to talk to Amicus, as the service they offer is extremely helpful for those who are not fully aware of the range of financial products that are available.
“Absolutely certain that I have turned to a true professional”
I believe that Amicus Wealth services are priceless for those who want to be sure that their financial matters are in good order, value their time and want a reliable and trustworthy advisor recommended by existing clients.
Prior to turning to Amicus Wealth, I had been looking to assess my financial situation to understand better which areas required more focus (savings, insurance, etc.) and what could be done to improve them.
Turning to my bank was an option, however, I preferred a more personal approach customised to meet my specific needs rather than a cliché mass product/service. This is what I found at Amicus Wealth. Rachel was recommended by a trusted friend, who had known her for years prior to turning to Amicus for their own financial advice. Their feedback was nothing but positive therefore I did not hesitate to ask for the introductory appointment.
Since then I have been very happy with the way Rachel reviewed my situation, explained various options and recommended relevant products and services while leaving it up to me to decide and choose what I found most suitable.
She has been handling the administrative tasks required to set services up quickly and with remarkable precision thus allowing me to concentrate on my other priorities, which is crucial for a fast-paced environment I have been living in. There is always a direct communication line with Rachel, regular reviews and updates on the service status/progress and there are no questions Rachel would not have verified answers for, which makes me feel absolutely certain that I have turned to a true professional.
“Proactive and highly specific for my current and future needs”
For any City professional with limited time but multiple financial aspects of their lives to organise and keep track of, who want to understand their options in a targeted and highly informed manner, then I most definitely recommend Amicus Wealth in general but Rachel in particular.
I have worked in Financial Services in the City of London for over 20 years. Throughout that time, I have had a number of IFAs. They all provided a solid, but rather generic and reactive service, which sufficed, but not much more. I have now been with Rachel for 2011 years, 4.5 years of which has been with Amicus Wealth.
The service offered by Rachel and the background support from Amicus, is both proactive and highly specific for my current and future needs. Whether looking at pensions, other planning for later life, life and illness cover, personal estate management, mortgages or private health insurance, information is always extremely well researched and presented. This makes my assessment of the facts, alternatives and way forward, as easy as possible, in what is a crowded and diverse market place.
Without exception, this has resulted in decisions made with total confidence that they are right for me and my family. Rachel can never do enough to follow up on things, regardless of whether they result in paid business or not, and this feeling of genuinely providing a holistic service, not just looking for the next revenue, is a key factor to this being such a successful and long-lasting relationship.