Amicus Wealth is a financial services consultancy that offers our clients the best of both worlds: the energy and drive of a new company, plus expertise and reassurance from over 20 advisers with years of wealth management experience.
Our vision is simple. We know that every individual’s financial situation, needs and concerns are different. We understand that our clients place great trust in us when they choose us for their financial planning. That’s why we aim to cover all areas of financial planning and why the advice and solutions we offer are bespoke for you. We always look to build long-term relationships, and plan to be there to support our clients throughout their careers.
Amicus Wealth came to life in 2014 when the three founders, with over 25 years’ combined wealth management experience, opened offices in the heart of the City of London. Today, we have over 20 advisers, offering guidance across a broad spectrum of financial services.
We have a large established client base, comprising city-based professionals, business owners and sports people. Testament to our vision, these are people we have maintained strong relationships with during our years in the industry. But don’t take our word for it – read their testimonials.
The work we do and advice we give is underpinned by three values:
The level of service has been excellent, I feel they have put me in a good place with their financial advice and help. Many companies tell you to “Choose me” with nothing or very little to offer in support of this statement. Amicus Identified and addressed my concerns, by listening to me first and then looking at areas of investment interest, he was able to offer a list of best solutions to suit my needs.
Head of GBDS Middle Office at Societe Generale