At Servo Private wealth, we work with wealthy families, high net worth individuals, business owners 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 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.
Almost all of our clients, regardless of how or why they came to us, share one thing in common; they rely on their own wealth and resources to maintain their (and often their families’) lifestyles and financial security for the rest of their, and their families’ lives.
We only work with clients where 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.
If for whatever reason we don’t believe this will be the case, we always highlight this as soon as possible and do our best to point you in the direction of someone who we believe can help.
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”
Robert G. Allen
“IT’S NOT HOW MUCH MONEY YOU MAKE, BUT HOW MUCH MONEY YOU KEEP, HOW HARD IT WORKS FOR YOU, AND HOW MANY GENERATIONS YOU KEEP IT FOR”
Our aim is to make the complex world of financial services clear, simple and tailored to you.
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 the life you wish to enjoy.
We strive to provide clients with a holistic view of their finances, encompassing both investment and financial planning needs. Our aim is to understand the importance of things in your life and help you achieve your short, medium, and long-term goals in the most efficient way.
Financial planning is not about buying products such as pensions, ISAs and bonds. Products may be part of the jigsaw, but as important as they are, they are not the whole picture. Financial planning is an ongoing process to help you make sensible decisions about money and that starts with helping you articulate the things that are important to you. It then moves onto building a cohesive strategy to help you achieve those objectives.