Wealth Planning Service

Servo’s Wealth Planning Service

  • Helps you to answer the big questions, such as ‘How much is enough?’, ‘When can I afford to retire or sell my business?’ and ‘How can I ensure I never run out of money?’
  • Helps you to negotiate the technical issues which accompany business and personal success, such as pensions’ annual and lifetime allowances and ensuring your tax affairs are well-organised
  • Is highly personalised, not ‘one-size-fits-all’
  • Helps you to achieve and maintain financial independence and a comfortable lifestyle indefinitely
  • Simplifies your financial life
  • Frees up your valuable time
  • Manages your wealth and the risks you are exposed to sensibly and efficiently
  • Helps you to avoid costly mistakes and keeps you on track, year by year
  • Focuses on reducing risks and preserving your purchasing power
  • Follows a structured, understandable and engaging process
  • Includes forward-looking, at least annual planning meetings (as well as ad hoc meetings as required), which you actually enjoy attending!
  • Dovetails with the advice and support you receive from your other third party experts such as lawyers and accountants
  • Communicates with you in a way that you can understand – without needing a PhD in Finance
  • Empowers you to make sensible decisions, helps you to achieve freedom and control, and removes the burden of planning and managing your finances from your shoulders

Clients who work with us also benefit from our ongoing service, with a comprehensive review at least annually. We pride ourselves on the level of attentive care we provide. We are always on hand to deal with queries or provide advice.

Specifically, we can:

  • Protect you and your family’s standard of living against the unexpected
  • Make the most of tax-efficient investment opportunities so that money is available when you want to spend it
  • Ensure you maximise your standard of living when you don’t want to work so hard
  • Help you retain more of your hard-earned money legally and ethically
  • Preserve the value of your estate for the benefit of your family (if you so wish)
  • Produce a performance, costs and risk analysis report of any existing assets and investments you may have
  • Prepare financial forecasting models to visually walk you through your financial lifetime
  • Structure new, or consolidate existing assets and policies into a holistic and comprehensive plan which meets your overall financial objectives
  • Deliver one family office type relationship
  • Be your dedicated wealth manager providing an overall tax strategy, hand in hand with your accountants
  • Design one overarching investment strategy with daily monitoring and pricing of investments
  • Arrange discretionary portfolio & fund management
  • Facilitate Cash management
  • Arrange Offshore custody
  • Provide a fully transparent charging structure for our services and your assets
  • Monitor the ongoing performance of your investments and plans, and make adjustments where necessary
  • Maximise the usage of tax allowances (which is difficult if you maintain relationships across multiple firms)
  • Give you total visibility of your family balance sheet & performance though online accounts and mobile apps

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

ALAN LAKEIN

At Servo Private Wealth, we work with wealthy families, high net worth individuals and entrepreneurs as well as companies and charities to grow and protect the value of their, and their client’s wealth, over the long term.

Our Six Stage Process
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Financial Forecasting
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Wealth Planning Service
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