JH
James Harvey
Senior Consultant at Amicus Wealth
View James's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Feb 2019 - Present · 5 years and 10 months
Senior Consultant
Nov 2022 - Present · 2 years and 1 months
Consultant
May 2021 - Nov 2022 · 1 years and 6 months
Associate
Feb 2019 - May 2021 · 2 years and 3 months
Company Details
11-50 Employees
Amicus Wealth is a dynamic financial consultancy based in the City of London. With a vast amount of experience in the wealth management industry, the aim is to look after our existing client base to the highest standard whilst looking to grow by giving unparalleled advice to city-based professionals. With offices based in the heart of the city in Moorgate, Amicus Wealth has an established client base comprised of city-based professionals, business owners and sports people. The company was formed by 3 people with over 25 years’ experience in the wealth management industry. The company is made up of over 20 advisers who specialise in all areas of financial planning. Amicus Wealth tries to break the typical mould of a financial advisory company by providing professional long-term client led solutions. With over 20 advisers, Amicus Wealth aims to cover all areas of financial advice. After years of experience in the industry, we have developed into a group of highly qualified and motivated advisers. Our existing advisers have substantial client bases built mainly through referrals but we are continually looking to grow. We want to take on board new clients looking for reliable advice as well as offering motivated and ambitious graduates the opportunity to develop their careers and buy into the ethos and culture of Amicus Wealth. The future of Amicus Wealth will be shaped by the advisers, support staff and the values we stand for. Despite being a relatively new company, it was started by people with a vision for doing something special in the financial services industry and, quite simply, wanting to be the leading London-based financial services company. Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. 05/05/2022
Year Founded
2014
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4th Floor 4 Moorgate London, United Kingdom EC2R 6DA, GB
Keywords
Financial adviceMortgagesPensionsInsuranceSavingsand Investments
Discover More About Cleveland Clinic

Find verified contacts of James Harvey in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.