A strong start for Amicus: welcoming CPN to our growing advice team

Yesterday marked the launch of Amicus Wealth Management – a new brand bringing together experienced advice teams with a shared focus on clarity, long term thinking and client outcomes.

Today, we’re pleased to share the next step in that journey.

CPN Financial Services, a highly respected financial planning business based in Chichester, has joined Amicus as part of 7IM’s continued investment in advice led wealth management. This brings together three high quality advice businesses under one unified Amicus brand, strengthening our ability to support clients across the South of England and beyond.

For clients, this builds on what already works – trusted relationships, thoughtful planning and advice that evolves as life does. CPN has supported clients and families for many years, building deep, long term relationships through high quality financial planning and a strong planning culture. Their advisers and support team have now joined Amicus, adding further depth to our expertise and extending the support we can offer clients.

As Dean Proctor, CEO of 7IM, explains:

“The CPN business and team are an excellent fit for 7IM. Their culture, dedication to quality advice and focus on client outcomes align strongly with our strategic vision as we evolve into a more advice‑led organisation. Bringing CPN into the group strengthens Amicus and expands the capabilities we can offer to clients across the region. While organic growth remains at the core of our long‑term plan, we will continue to complement it with targeted acquisitions that enhance our capabilities, broaden our reach and deliver meaningful value for clients. We look forward to working closely with the CPN team as we enter this exciting next phase of growth together.”

What this means for our clients

Bringing our teams together means clients benefit from greater depth, broader support and long term reassurance – without losing the personal relationships at the heart of great advice.

Clients of Amicus and CPN will benefit from:

• A broader team of experienced financial planners and specialists
• Access to Amicus’ advice led, technology enabled service, including our Wealth Management 360 approach — bringing planning, investments and platform together in one joined up experience
• The confidence of being supported by a larger, well resourced organisation, while keeping advice personal and focused on what matters most

For investors in CPN’s funds, this transition also brings access to 7IM’s Investment Solutions team, offering the scale and resources of a larger investment house alongside a proven track record of delivering strong, risk adjusted returns.

Reflecting on the decision to join Amicus, Charlie Nicholls, CEO of CPN Group, said:

“We are delighted to be entering into this transaction with 7IM. 7IM’s culture, long term vision and commitment to delivering strong client outcomes make them a natural partner for our business. This sale marks an important step for CPN, providing greater scale, enhanced capability and long term stability for our clients and our team. We look forward to working closely with 7IM as we build on our shared values and continue delivering high quality advice and investment management.”

A shared approach, focused on the long term

What brings these businesses together is a shared belief: that the best wealth management starts with understanding a client’s life — not just their portfolio — and providing clear, considered advice that adapts as circumstances change.

As Ben Covey, Managing Director of Amicus Wealth Management, adds:

“We’re very pleased to welcome CPN into the Amicus team. Their team brings deep planning expertise, longstanding client relationships and a culture that closely mirrors our own. By coming together, we are combining CPN’s strengths with the scale, support and capabilities of Amicus to deliver an even stronger experience for clients. This partnership ensures that both teams are better placed than ever to help clients achieve their long term goals.”

We’re delighted to welcome the CPN team and their clients to Amicus and look forward to supporting individuals and families with clarity, confidence and care — today and for the long term.