Financial Planning for all Stages of Life
“A Goal without a Plan is just a Wish”
Antoine De Saint-Exupery
AMICIS FINANCIAL PLANNING
At Amicis Financial Planning we work with individuals such as Company directors, partners and equity partners in professional firms. We help our clients specifically in the areas of Financial planning, Retirement Planning, personal taxation planning, as well as Investment planning. As Certified Financial Planners, our job at Amicis is to provide you with the information to build your Financial Plan. This will help you to make educated decisions about your finances with your family’s future in mind.
We will make sure you have confidence, in the decisions you make, across all your finances, for now and for future years. We will help you build, implement and maintain a financial plan, ensuring you have a clear path for your financial future.
We will help you understand the process of managing your wealth and help you choose the right type of Investments, that are suitable for your needs.
Estate Planning & Wealth Preservation
Planning for BusinessES
PLANNING FOR INDIVIDUALS
From a collection of Amicis Financial case studies.
” I have been a client of Ian’s for many years, he has provided sound advice, has listened carefully to my requirements and concerns, and has ensured investments meet my needs. He is easy to work with and follows up quickly on requests. He provides a range of options and provides recommendations but leaves the final decision to his clients. “
” I have been working with Ian, with regards my Pension/Investment planning since 2013. He has been most professional and efficient in all of our dealings. I have been very impressed with his knowledge and expertise in all areas of Financial planning and his ability to build a strong working relationship. “
CONTACT US TODAY
This is an opportunity to chat through your financial goals. I’m happy to listen and make some suggestions.
If you like what you see and want to know more about what we can do for you, please contact me using the form here or by emailing email@example.com.