Accreditations

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

CISI Certified financial planner & charter wealth manager

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.

CFP™ Certified financial planner

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.

*Source – CISI, The value of financial planning – FPSB consumer survey 2015
PIMFA - Building personal financial futures

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:

  1. Drive outcomes to increase trust and confidence in the sector
  2. Represent the sector in recommending and leading policy and regulatory thinking
  3. Foster a culture of saving by helping to make it easier for customers to receive investment and other professional advice
  4. Promote a positive image of the sector to the public and policymakers alike, showcasing pimfa members as experienced and trusted financial services professionals who work with clients to secure their financial futures
Resolution

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 Adviser

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.

“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

Importantly

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.

Our Approach
Meet The Team
Accreditations