Financial Planning Services London

Financial Planning Services London

Financial Planning Services London

Throughout your life, you will have to make a series of decisions regarding your money and assets. Whether on a personal or business level, the big problem is that the needs are unlimited, but the resources are not.

For this reason, it is essential to make the right decisions to meet as many goals and objectives as you have. One of the tools that can be your great ally for the proper organization of your money is financial planning. You must know what this discipline consists of, and the great benefits it can bring to your life.

What Is Financial Planning?

This is a practice that brings together a set of methods and instruments to establish forecasts and economic & financial goals. The objective is to obtain information to make the best decisions that allow the fulfillment of personal or corporate objectives in the short, medium, and long term, minimizing risks.

From the business point of view, a series of strategic plans are generally established, which are evaluated as the business progresses. As the business goes, budgets are established, and adjustments are made based on the results. From a personal point of view, although it is not so formal, it is logical to establish a life plan and evaluate it according to the fulfillment of your dreams.

Why Is Financial Planning Important?

When you make decisions in your life, for sure you expect the best of destinies. You may be successful, sometimes, but planning is necessary for you to succeed sustainably. If there isn't a plan, finances can be seriously threatened.

If that great unplanned idea fails, you may face serious difficulties such as mismanagement of funds, lack of liquidity, loss of profitability, and even bankruptcy. If you would like information about the best financial planning services in London, contact us; the Amicus Wealth team will be happy to assist you.

Benefits of Financial Planning

  1. Improved quality of analysis: Effective management of financial market data helps to make more informed assessments. This condition is vital for making informed decisions with a high probability of success.
  2. You anticipate decisions: many times for business opportunities, acting on time is fundamental. When you have a global and measurable vision, you improve the management of risks in the face of past problems. This allows you to act promptly when the opportunity appears.
  3. You reduce risks: by making a detailed analysis of the various market opportunities, the risks associated with your activities can be detected with greater precision. Besides, you can establish a group of joint investments that will help you diversify your risk portfolio. In this way, you protect your capital, because if one of the options fails, the others will be able to sustain you.

Which is the Best Way to Do Financial Planning?

If you want to make extraordinary planning of your finances, the wisest thing is that you count on extraordinary advisory services. These specialists have an accurate knowledge of the market and a broad knowledge of financial and capital management. Their advice will allow you to have an accurate and tailored vision so that you can make the best decisions.

If you want to have extraordinary financial planning services in London, you have the best. We are the most experienced team of advisors in the city, and we are at your service. Let our more than 25 years of experience work for you, with the best-personalized plans in the UK. Contact us.

Financial Planning Services London
Amicus Wealth Limited
+44 20 3727 6666
4 Moorgate 4th Floor, England, ENG EC2R 6DA

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Business Info

Amicus Wealth Limited

4th Floor, 4 Moorgate, London, EC2R 6DA


0203 727 6666

0203 727 6660

Opening Hours

Monday - Friday
9:00 AM - 6:00 PM



Contact Us

Amicus Wealth Limited
4th Floor, 4 Moorgate, London, EC2R 6DA
T - 0203 727 6666
F - 0203 727 6660

Amicus Wealth Limited

Amicus Wealth Ltd is an appointed representative of Quilter Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register ( under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Registered Office address: First Floor Healthaid House, Marlborough Hill, Harrow, Middlesex, England, HA1 1UD. Registered in England and Wales Number 08861673.

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Sam is a Paraplanner at Amicus Wealth. This means he assists in the researching, analysing and preparation of compliant financial reports for clients. Sam predominantly works for three of our associate directors, however, is happy to help anyone he can. Outside of the office, Sam is a keen football enthusiast with a passion for Derby County and a keen eye for cooking. He once cycled the width of Great Britain on a mountain bike and has also shaken Ian Brown’s hand from the Stone Roses.

Matt has been with Amicus since it began in 2014 and has played a key role in shaping Amicus into the company it is today. After graduating from the University of Bedfordshire he worked at the Financial Ombudsman Services and Barclays before joining Amicus. As well as undertaking branding and marketing projects, as Office Manager, Matt ensures the smooth running of the office. In his spare time, Matt enjoys cooking and updating his Instagram food page, LambVsFood. His claim to fame is to have played County rugby with England internationals, Jamie George and Owen Farrell.

Jack Shipley has been a Paraplanner at Amicus Wealth since he joined in 2016. He supports for all Senior Advisers and Associate directors with submission and preparation of clients financial documents and enjoys the interaction with advisers that comes with it, and in some cases meets with clients. He thrives in the relaxed and jovial culture in the office and fully enjoys the banter that comes with it. In his spare time he loves watching Arsenal football team and going to see DJs. Although Jacks ultimate aim is to become a financial adviser, he would also love to be a house music DJ himself.

James is Head of Finance & Project Delivery at Amicus Wealth. He enjoys the challenges that come with his role, seeing projects through to completion, implementing procedures & overseeing all the aspects of Finance at the business. When he isn’t at home with his wife and stepson, or at a music event which he endeavours to attend once a month, he is passionate about raising awareness of mental health issues, particularly in young men. He has run several events across the country in conjunction with The CALM charity to promote this.

Emily is the Head of Operations at Amicus Wealth and also paraplanner to Managing Director, David Fry. When she’s not at work she loves nothing more than to spend time with friends, whether it be cooking or making the most of what London has to offer. This is why her favourite thing about Amicus Wealth is the social culture. Emily has been with Amicus since the start and has helped the Amicus brand become what it is today.

“Financial planning can be at best complicated and at worst intimidating. By being approachable, clear and efficient, I aim to demystify so we arrive at the best solution.”

Annabel is a Financial and Mortgage Advisor with an Advanced Diploma. Her specialisms are Defined Benefit Transfers and Mortgages. Annabel is well renowned for her supportive and thorough approach. She is also a regular contributor to the Money section of The Independent, meaning many of us have benefited from her sound advice.

Annabel has a real passion for learning. She is currently working towards chartered status and believes that good old-fashioned knowledge is how she can truly offer her clients the very best service. This tenacity goes beyond her work and into her favourite hobby, cycling. She also loves baking and being outdoors with her family.

“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.

“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.

“Taking the right advice does not need to be rushed. When piecing together a larger plan the smaller decisions need to be the right ones. Detailed explanations and clear understanding underpin good ongoing advice.”

Ben is an Associate Director of Amicus Wealth, with an MA from the University of Edinburgh. His passion professionally lies in establishing great relationships with his clients. He feels that his honest and dependable advice provides clients with the ongoing support they need to make the best financial decisions. Out of the office, Ben tries to watch as much live music and football as possible. He prides himself on being one of the most patient Arsenal fans over the past few years.

“Financial planning can be complex, and everyone’s situation is different; never be afraid to ask for help.”

Ryan is an Associate Director at Amicus Wealth and has worked in Wealth Management since 2011. Bermudian-born, his passion for the business comes from knowing that every person who comes through the door to see him leaves better informed about their finances. He appreciates that reviewing and considering one’s own financial planning may not always be as high on the priority list as perhaps it should, but by working closely with his client’s he is able to relieve them of this pressure and provide them with peace of mind. Outside of the financial world, he loves being outdoors – cricket in the summer, rugby in the winter, with a claim to fame of a handful of caps for the powerhouse that is the Bermuda rugby 7s team.

“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.

“With legislation hamstringing many clients, it’s important to take advice to find out what allowances are available to you and to make the most of them.”

Hailing from North Norfolk and a farming background, Richard isn’t afraid to get his hands dirty but was always heading towards the city for a career having studied economics at university. He started as a financial adviser in 2009 after travelling over ground from Kenya to Cape Town then to New Zealand and Australia, watching a lot of live sport along the way.

He enjoys meeting clients from different industries, backgrounds and circumstances, tailoring advice according to each situation and client. Having the opportunity to change his clients’ lives for the better, adapt to changing economic conditions and making the most of the frequent legislation changes. He enjoys building long term relationships with his clients based on solid, honest advice.

The most important piece of advice that he gives his clients is to be proactive and get cracking sooner rather than later; the first step is usually the hardest. Richard describes the Amicus culture as “an ambitious, progressive, professional and fun environment with everyone pulling together towards a common goal. We all greatly enjoy the team spirit in the office”. As well as being a keen woodworker he also enjoys skiing, social cricket, very social golf and hosting dinner parties.

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