About Amicus Wealth
Amicus Wealth is a Financial Services company based in London (United Kingdom) founded in 2014, and was acquired by 7IM in December 2023. Financial consultancy services including will writing are provided in London. The company has 19 employees. Amicus Wealth offers products and services including Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice. Its focus areas include Asset Management and Financial Advisors. Its legal entity is AMICUS WEALTH LIMITED. Its competitors include Ascot Lloyd, Optiva Securities and 7IM.
Company details
Amicus Wealth Ltd was founded in 2014 and is based in the City of London, United Kingdom. Financial services are offered through an appointed representative arrangement with Quilter Financial Services Limited. Core activities encompass will writing and inheritance planning within the financial consultancy sector. Operations remain focused on advisory support for clients in this geography.
- Headquarters London, United Kingdom
- Employees 19
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website amicuswealth.co.uk
- Social LinkedIn
- Acquired by 7IM (Dec 2023)
- Legal Name Amicus Wealth Limited
- Date of Incorporation 27 Jan, 2014
- Jurisdiction LONDON, ENGLAND
Products & Services of Amicus Wealth
Amicus Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice.
Offers advice on investments and financial growth strategies.
Assists in minimizing inheritance tax liabilities effectively.
Provides strategies for secure retirement income planning.
Guides on income growth and asset protection options.
Investors in Amicus Wealth
Amicus Wealth has secured backing from 1 investor. Prominent investors backing the company include 7IM.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and financial planning services are provided by 7IM. | 2002 | 7im.co.uk | London, United Kingdom |
Investor details for Amicus Wealth
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People of Amicus Wealth
1 people are tracked at Amicus Wealth (1 in leadership); the tracked headcount is 19.
| Name | Role | Group |
|---|---|---|
Dave Fry DipFA | Managing Director | Leadership |
Complete people profiles for Amicus Wealth
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Timeline of Amicus Wealth
2 dated milestones of Amicus Wealth across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Amicus Wealth is founded.
- Exit Acquired by 7IM.
Competitors of Amicus Wealth
Amicus Wealth has 3 listed competitors in our database. They include Ascot Lloyd, Optiva Securities and 7IM.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services | |||
| optivasecurities.com | 1995 | London, United Kingdom | 18 | Specialist stockbroker offering innovative finance to high-growth companies and investors. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. |
Detailed competitors of Amicus Wealth
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Web traffic of Amicus Wealth
The website of Amicus Wealth (amicuswealth.co.uk) receives about 1.6K visits a month.
- Monthly visits1.6K
▼ 2.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Amicus Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Amicus Wealth
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Frequently Asked Questions about Amicus Wealth
Amicus Wealth was founded in 2014.
Amicus Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Amicus Wealth has 19 employees.
Amicus Wealth Ltd was founded in 2014 and is based in the City of London, United Kingdom. Financial services are offered through an appointed representative arrangement with Quilter Financial Services Limited. Core activities encompass will writing and inheritance planning within the financial consultancy sector. Operations remain focused on advisory support for clients in this geography.
Amicus Wealth's top competitors include Ascot Lloyd, 7IM and Optiva Securities.
Amicus Wealth offers Wealth Management, Inheritance Tax Planning, Retirement Planning, and Investment Advice.
Amicus Wealth has 1 investor. Key investors include 7IM.
Amicus Wealth operates through Amicus Wealth Limited.
Yes. Amicus Wealth was acquired by 7IM in December 2023.