COVID-19 - We just wanted to take a moment to update you, in light of the recent lockdown announcement from the PM:
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Welcome to Servo Private Wealth

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

"A BIG PART OF FINANCIAL FREEDOM IS HAVING YOUR HEART AND MIND FREE FROM WORRY ABOUT THE WHAT-IFS OF LIFE"

SUZE ORMAN

How Can We Help?

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.

wealth management
trustees and professional advisers
tax planning
Retirement planning
protecting wealth
preserving wealth
philanthropy
managing cash
financial planning
financial forecasting
Estate Planning
discretionary portfolio and fund management
charges performance and risk analysis
business planning

"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN DO SOMETHING ABOUT IT NOW"

ALAN LAKEIN

Hello everyone,

We just wanted to take a moment to update you, in light of the recent lockdown announcement from the PM.

We’d like to let all of our current and future clients know that we are proceeding with business as usual for the foreseeable and our team are all safely working from home. All meetings and appointments will still be taking place virtually, either via zoom, skype, facetime, or telephone.

We were here before in 2020, and actually took on several new clients, entirely remotely! (In some cases we’re still yet to meet them in the flesh!) So, as nice as a face-to-face meeting is, it certainly isn’t a blocker for us and how we can help you.

So if you are looking for independent financial advice or support, please do get in touch to see the range of services we offer to help you grow and preserve your wealth.

Many thanks, and stay positive.

The Servo Private Wealth Team