Amica Financial Wellbeing Limited | Financial Adviser

Welcome to Amica Financial Wellbeing Limited

Friendly financial advice that’s good for you and good for the world you live in

The essence of a great financial adviser relationship is that they take the time to understand your circumstances and goals, are as excited about your future as you are and they have the expertise to help you make it happen. Welcome to ‘the Amica way’.

What we do

We provide a wide range of financial planning services, whether you are looking to build, grow, protect or preserve your wealth.

Whatever stage of life you are at, Amica is the perfect partner to help you get to where you want to be; friendly, responsive and down-to-earth.

Our highly personalised, one-to-one advice is designed to suit your individual long-term requirements and make it easier and simpler to manage your wealth.

Join the growing number of responsible employers providing financial wellbeing education with our flexible programmes.

Providing truly personal support aimed at helping you realise your vision of financial wellbeing.

Your investment choices with us can have the biggest positive impact on the planet.of nearly anything else you can do.

Whether you want to start a budget or check how much a mortgage might cost, there are lots of free and downloadable resources for you here...

Promotions

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Ready to take the next step to financial wellbeing?

Get in touch

Testimonials

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Our financial adviser, Karan Wilson at St. James's Place helped us over the past 10+ years prepare for retirement. With their thoughtful guidance and sound advice, we negotiated a ‘move to the country’, sorted our wills and – most importantly – put together an investment portfol...

Private Client

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

What I like about St. James's Place is that the advisers feel like real people, who have my interests at heart, and who I can trust.

Private Client

I have been a client of SJP for more than a decade and am extremely happy with the service they provide. The returns on my investments have been well above the industry average and crucially I can always get advice from Karan Wilson, my main contact, on any aspect of my finances. I have worked ...

Private Client

Past performance is not indicative of future performance.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our financial adviser, Karan Wilson at St. James's Place helped us over the past 10+ years prepare for retirement. With their thoughtful guidance and sound advice, we negotiated a ‘move to the country’, sorted our wills and – most importantly – put together an investment portfol...

Private Client

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

I have been a client of SJP for more than a decade and am extremely happy with the service they provide. The returns on my investments have been well above the industry average and crucially I can always get advice from Karan Wilson, my main contact, on any aspect of my finances. I have worked ...

Private Client

Past performance is not indicative of future performance.

Our financial adviser, Karan Wilson at St. James's Place helped us over the past 10+ years prepare for retirement. With their thoughtful guidance and sound advice, we negotiated a ‘move to the country’, sorted our wills and – most importantly – put together an investment portfol...

Private Client

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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SJP Approved 01/12/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Amica Financial Wellbeing Limited is registered in England and Wales, Number 12999631. Registered Office: Celixir House, Stratford Business and Technology Park, Stratford-Upon-Avon, CV37 7GZ.

Karan Wilson

Amica Financial Wellbeing Limited

Welcome to Amica Financial Wellbeing Limited

Friendly financial advice that’s good for you and good for the world you live in

What we do

Why Amica?

The importance of advice

Financial Wellbeing workshops

Meet the Team

An environmentally impactful choice

Free resources to help you

Promotions

Ready to take the next step to financial wellbeing?

Testimonials

Karan Wilson

Quick links

Get in touch