At Servo Private Wealth we adhere to the highest standards of client care. We’re committed to putting your best interests first by providing unbiased advice, risk appropriate investment solutions and mitigating any potential conflicts of interest.
We have been awarded the prestigious Certified Financial Planner™ and Chartered Wealth Manager designations by the Chartered Institute For Securities And Investment.
When it comes to financial planning and advice, a Certified Financial Planner™ professional can help you live the life you want, manage your finances and give you financial confidence.
Whether you are seeking help on retirement planning, investment planning, or budgeting, a CFP™ professional will work with you to make sure you’re in control of your finances and achieve your life goals.
CFP™ professionals have the knowledge, skills and experience to help you to review all of your options so you can make informed decisions about what you want from life both now and in the future.
Consumers who work with CFP professionals are 36% more likely to feel very confident they will reach their goals and 39% more likely to be very satisfied with their adviser over those working with other advisers.*
Our main focus has always been on building truly long-term relationships and establishing long-term planning across the generations; we often count two or three generations of a family amongst our clients.
“We make a living by what we get, but we make a life by what we give.”
Winston Churchill
We have been awarded the prestigious Certified Financial Planner™ and Chartered Wealth Manager designations by the Chartered Institute For Securities And Investment. When it comes to financial planning and advice, a Certified Financial Planner™ professional can help you live the life you want, manage your finances and give you financial confidence.
Whether you are seeking help on retirement planning, investment planning, or budgeting, a CFP™ professional will work with you to make sure you’re in control of your finances and achieve your life goals.
CFP™ professionals have the knowledge, skills and experience to help you to review all of your options so you can make informed decisions about what you want from life both now and in future.
Consumers who work with CFP professionals are 36% more likely to feel very confident they will reach their goals and 39% more likely to be very satisfied with their adviser over those working with other advisers.*
Our main focus has always been on building truly long-term relationships and establishing long-term planning across the generations; we often count two, or three generations of a family amongst our clients.
The Personal Investment Management and Financial Advice Association (PIMFA) is the UK’s leading trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
Our objective is to create the optimal operating environment for our member firms to deliver their services and meet client’s needs. PIMFA also leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the investment management and financial advice arena.
PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association going back for 27 years.
PIMFA Mission:
Resolution is the largest membership organisation for family justice professionals in England and Wales, representing over 6,500 practitioners.
Resolution’s community is made up of family justice practitioners across the spectrum who commit to working in a non-confrontational way. With over 6,500 professionals representing lawyers, legal executives, barristers, financial experts and family therapists, Resolution members lead the way in providing professional development and networking opportunities, cutting-edge resources and in lobbying government for a fairer family justice system.
Independent Financial Advisers, or IFA’s, are qualified financial advisers who have access to all the products, available from all companies in the market.
An IFA’s job is to research the whole market and to recommend to their clients the most appropriate financial solutions, even if sometimes this doesn’t involve their client “taking” or changing a product at all.
An Independent Financial Adviser will ask you a whole range of detailed questions about your circumstances, your financial goals and your attitude to risk. Once this is completed an IFA will provide you with detailed written recommendations, based on their research of the whole market.
It’s up to you to then decide whether you want to take any of the actions recommended. You are not sold a product; you are given advice.
Our team at Servo Private Wealth pride themselves on their hard work and dedication to our clients and continues to strive to reach our key objective, which is to enable people to achieve peace of mind about their finances while also being able to continue to enjoy their current lifestyle.
The Sussex Business Awards hosted by Platinum Media Group offer a unique opportunity to showcase the best innovators, leaders and entrepreneurs in the region.
We’re delighted to be named as the 2022 Small Business of the Year. Our thanks and appreciation go to all of those that have placed their trust, faith, and business with Servo Private Wealth. It’s an honour to be recognised as a standout business of 2022.
The Gamechangers™ Industry Award Programs recognise organisations and individuals that have achieved outstanding commercial success in designated areas of expertise.
We are thrilled have won awards in the following categories:
UK – Wealth Planning Advisory Firm of the Year, Servo Private Wealth
UK – Regional Wealth Manager of the Year, James Mallinson
UK – Gamechanger™ Progress Champion Awards 2022 Winner (Diversity, Equity, and Inclusion)
UK – Gamechanger™ Progress Champion Awards 2022 – Race and Culture Equality Winner
The Retirement Planning Awards 2022 hosted by Wealth & Finance International, aims to celebrate the companies and individuals that have helped those young and old put their future in perspective.
Our Director, James Mallinson, was named the winner of the Wealth Manager of the Year (South East England) award at the 2022 Retirement Planning Awards, hosted by the Wealth and Finance Magazine. The awarding body is fiercely passionate about recognising outstanding achievement, game-changing innovation and stellar performance and felt that James and Servo were most deserving of the accolade.
The Southern Enterprise Awards is judged purely on merit and recognises and rewards the often-un-noticed efforts of SMEs and their hardworking individuals and firms in the region.
We’re proud to be recognised for our efforts and have been named Wealth Management Practice of the Year 2022 – West Sussex. This builds on our success in the 2021 awards where we were recognised as the most innovative Wealth Management Practice in the Southeast of England.
At Servo Private Wealth, we have identified a select number of Partners who we work with and who help us deliver the best outcomes for both our Business, and for our clients.
We outsource our compliance to Best Practice & Benchmark Capital who offer multi-award-winning support for high quality financial planning firms and wealth managers in the UK.
They have recently been awarded as one of the Financial Times’ Top 100 Financial Advisors, and we’re delighted to work together as they help to keep our firm up to date with regulation from the FCA, and compliant in everything we do.
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”
Mark Twain
All regulated firms and advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where we know it’s important to start building trust as soon as possible, you can find us on the FCA Register and you see our SPS below.
You can view our details on the FCA Register by clicking here.
You can view our adviser’s SPS by clicking here.
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.
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.