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
of clients said they would highly recommend Servo Private Wealth to others, reflecting a very strong level of trust and advocacy.
of clients feel that Servo Private Wealth is transparent about its service charges, reinforcing confidence in the clarity and openness of our approach.
of clients rated the overall level of support positively, with 27% describing it as ‘Very Good’, highlighting consistently strong service delivery.
of clients are very satisfied with the frequency of contact, demonstrating that communication levels are well aligned to client expectations.
of clients rated advice received as good, very good, or excellent.
of clients say it’s very easy to contact the team when needed.
satisfied or very satisfied with the frequency of contact between meetings.
felt our charges are very transparent
of clients rate the overall level of support as excellent or very good.
have either already referred us to others or would be happy to do so.
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.
