At Servo Private Wealth, we work with wealthy families, high net-worth individuals and entrepreneurs as well as companies and charities to help to grow and protect the value of their, and their client’s wealth over the long term.
Our clients are typically self-made, successful individuals who are either building towards financial independence or who are already financially independent of their work and are seeking to ensure their money lasts at least as long as they do.
We work closely with our clients to enable them to achieve this, whilst also continuing to enjoy and make the most of their current lifestyles.
“If you can’t explain it simply, you don’t understand it well enough”
Albert Einstein
At Servo Private Wealth, we only work with clients if we believe we can add significant value (far in excess of our fees), who we like and with whom we can build long-term relationships.
Our bespoke services and advice are as individual as you are. We take into account your lifestyle, your family and your interests. We help you achieve peace of mind about your finances- allowing you to get on with living the life you wish to enjoy.
The values of investments can fall as well as rise. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Servo Private Wealth Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Servo Private Wealth Limited is entered on the FCA register under reference 913631. Servo Private Wealth Limited is registered in England, no. 12125902.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.