Amicus Wealth
Amicus Wealth is a financial services consultancy based in the city, with a team of over 23 advisers who have a combined experience of more than 75 years in wealth management. The firm focuses on building long-term relationships and providing financial solutions tailored to each client's needs.
- Tax efficiency
- Asset protection
- Wealth management
- Financial planning
- Retirement planning
- Offshore investments
- Group pension schemes
- Inheritance tax planning
Locations
Digital Popularity
Social Media
LinkedIn641 Followers
Competitors
Tideway Wealth is a bespoke financial planning and investment management service, specialising in retirement and income planning.
Hanbury Wealth is a premier collective of independent financial advisers based in Bishop's Stortford and Norwich.
Tindle Wealth is an independently owned wealth management firm that offers institutional quality investment management and financial advice tailored to individuals and families.
Timothy James & Partners is an independent financial advisory firm dedicated to providing bespoke financial advice tailored to the unique needs of each client.
Company Details
Amicus Wealth is operated by Amicus Wealth Limited and is a Active company incorporated on 27 January 2014 with the registered office located in London, City of London. Amicus Wealth Limited was registered 11 years ago.
Status
Active
Size
Small
Directors
3
Age
11 years old
Employees
47
Turnover
£10.14M
Total Assets
£2.81M
Cash in Bank
£1.18M
Total Liabilities
-£2.26M
Teams
41
29
14
7
4
Director • Joined Jan 2014
Associate Director • Joined Aug 2018
Associate Director • Joined Apr 2022
Associate Director • Joined Mar 2020
Platform Operations Manager
Client Account Manager • Joined Oct 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Director • Joined Jan 2014
Associate Director • Joined Aug 2018
Associate Director • Joined Apr 2022
Associate Director • Joined Mar 2020
Platform Operations Manager
Managing Director And Snr Financial Advisor • Joined Jan 2014
Associate • Joined Feb 2024
Associate • Joined Jan 2025
Consultant • Joined May 2023
Consultant • Joined Jun 2024
Client Account Manager • Joined Oct 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Client Account Manager • Joined Apr 2024
Client Account Manager
Client Account Manager • Joined Sep 2023
Financial Advisor • Joined Apr 2018
Financial Adviser • Joined Jan 2014
Financial Advisor • Joined Feb 2014
Financial Adviser • Joined Jan 2014
Financial Adviser • Joined Mar 2018
Financial Adviser • Joined Jan 2014
Financial Adviser • Joined Jan 2014
Paraplanner • Joined Oct 2020
Financial Advisor • Joined Dec 2016
Paraplanner • Joined Mar 2022
Financial Adviser & Associate Director • Joined Oct 2023
Paraplanner & Senior Operations Administrator • Joined Aug 2023
Financial Adviser - Consultant • Joined Mar 2023
Platform Administration • Joined May 2024
View 41 members