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Your wealth manager matches are ready.

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ENQUIRY RECEIVED

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We match you with the right wealth manager, for FREE, so you can make better use of your money.

2.

YOUR MATCHES ARE READY

Based on the information you’ve provided, we’ve selected two FCA-authorised firms that could be a good fit for you.

Amicus Wealth

London
£100,000+

Amicus came into being because we believe in a refreshingly different approach to financial planning (and our clients agree). Fundamentally, we believe it’s about making sure your money can help you to do the things you want to. Our aim is to be seen as a highly professional and experienced City firm, providing leading edge, yet proven solutions for our clients – delivered in a relaxed and friendly style. Most of our clients prefer to see us at our offices in Moorgate, London. That said, we also can visit them at their place of work or via video.

SERVICES OFFERED

  • Final Salary Pensions
  • Financial Planning
  • Income in Retirement
  • Investment Management
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax and IHT
  • Trusts

Advisor 4

London
£100,000+

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SERVICES OFFERED

  • Financial Planning
  • Investment Management
  • Mortgages
  • Pension Consolidation
  • Pensions and Retirement Planning
  • Tax and IHT
3.

WHAT HAPPENS NEXT

One of our experts will give you a quick call within 1 hour during working hours (8am-6pm) to check you’re happy with your matches and answer any questions. We’ll then arrange for the firms to contact you directly.

If you're not available within the next hour, please choose a time that suits you

Our experts

Lara Clarke

Lara Clarke

Director
Finn Harrod

Finn Harrod

Client Relations
Lee Goggin

Lee Goggin

Co-Founder
Trustpilot

"

“The experience was excellent, Lara contacted me following up on recommendations from the site. The output from the site was a really helpful start but the discussion with Lara was exceptional. She quickly grasped what we were trying to achieve and had deep knowledge of the WM firms which she used to help select the right shortlist for us. She stayed engaged and supported as we met each of them and concluded who we would work with. Thank-you!”

Nick D

“Finding a "wealth manager" is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory services to give the impression that they're trying to palm you off with someone, anyone, as quickly as possible. The impression I got here, however, was precisely the reverse. Highly recommended.”

Richard H

“I needed help in selecting an investment manager following the sale of our house. Lee was extremely helpful and introduced two different managers. He kept in touch throughout the whole process and his experience and assistance was invaluable.”

John W

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