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About us

Amicus Wealth is a financial services consultancy that offers our clients the best of both worlds: the energy and drive of a new company, combined with the knowledge and confidence offered by over 23 advisers who collectively have more than 75 years of experience in wealth management.

Our Vision

Our vision is simple. We know that every individual’s financial situation, needs and concerns are different.

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 a large range of areas in financial planning and why we advise on the most suitable solution (this is because we are not the product provider). We always look to build long-term relationships, and plan to be there to support our clients throughout their careers.

Purpose driven & team focused

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Our Team

The team at Amicus are more than financial experts – they're trusted partners in your journey to fianancial freedom.

Careers

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Responsibility &
Sustainability

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Part of the 7iM Group

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Our values

The work we do and advice we give is underpinned by three values:

We want to be recognised as one of the leading London-based financial services company. We channel this energy and drive into advising the most suitable solutions for each of our clients.

We want to be recognised as one of the leading London-based financial services company. We channel this energy and drive into advising the most suitable solutions for each of our clients.

We want to be recognised as one of the leading London-based financial services company. We channel this energy and drive into advising the most suitable solutions for each of our clients.

Our History

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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.

Recognised, celebrated, and always 
striving for more.

2019/20
STEP Private Client
Financial Adviser Team of the Year
2023
Citywire New Adviser
Greater London Firm of the Year Award
2024
Magic Circle Awards
Financial Planning Firm of the Year
2024
Citywire New Adviser
Top 100 Winner
2024
Citywire New Adviser
Top 100 Winner
2024
Citywire New Adviser
Top 100 Winner
2024
Citywire New Adviser
Top 100 Winner
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ABOUT US

Together, we make financial freedom simple.

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Learn more

We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey