James Harvey DipPFS

James has been with Amicus since 2018 but has spent over 10 years working in finance across South East Asia, Australia and the UK. His passion is helping clients reach their objectives while building and maintaining trusting, long-term relationships. James joined Amicus Wealth because of its culture, a company that takes on clients of many backgrounds and stages of their life and helps them (and their families) reach their goals. This could involve anything from retirement planning, tax planning, buying a first home or even an investment property. In his own time James enjoys skiing, cooking and a cold beer.

Tel: 0203 727 6694

Mob: 0770 833 9895

Email: james.harvey@amicuswealth.co.uk

LinkedIn

  • “I feel very informed, and I am confident in his advice”

    James is diligent and personable, regularly keeps me up to date on the plan’s performance, and to discuss personal and broader market matters that could influence future planning. I was familiar with Amicus through reputation only, and the initial meeting endorsed the good things I had heard. Turning 50 focused my mind on future financial stability and pension planning. James and the team took the time to understand my long-term objectives, walking me through the options available to me, delivered in a language I understood. In time, we settled on a plan that I am comfortable with and that reflects my investor profile. I feel very informed, and I am confident in his advice and his ability to deliver the right products to achieve my targets.

    S.T

  • “The personal touch is what stands out for me”

    I have been working with James, Ben and the Amicus team for several years and I have been very impressed by their service. As may well be the case for many of their clients, I came to them with a mix of holdings many of which did not make sense from a tax and retirement planning perspective. The Amicus team were proactive in designing a financial plan, explaining the options clearly, and implementing it quickly and thoroughly.

    D.H