James entered the world of financial services in 2002 and set up his own IFA firm in 2007. He subsequently grew and sold this business and then went onto work for a large discretionary fund manager (DFM), leaving as a Director after nearly a decade at the firm. With a desire to offer a more modern and engaging way of working with clients and their finances, James launched Servo Private Wealth in 2019.
In his 20+ year career James has worked with many complex circumstances for clients such as business owners, professional sportspeople, lottery winners, members of the legal & accountancy sector, as well as multiple generations of the same family.
Following a career in accountancy, Kim began working in financial services in 2000. Since then, she has worked as both an Independent Financial Adviser and a Paraplanner (technical consultant), developing an instinctive understanding of the ways in which advisers, administrators and paraplanners can work alongside each other.
Named ‘Paraplanner of the Year’ at the 2013 Professional Adviser Awards, Kim is both a Certified Financial Planner and Accredited Paraplanner, as awarded by the Chartered Institute for Securities & Investment (CISI), as well as being a Fellow of the Personal Finance Society. Kim continues to learn and maintain her skills to ensure she is able to rise to any challenges that her job may serve up.
Kim applies the full breadth of her technical knowledge and insight to her day-to-day job. She’s a regular contributor to the financial press, industry speaker/trainer and is an active member of the CISI Paraplanner Interest Group and Initiative for Financial Wellbeing (IFW) research committee.
Vicki joined the team in June 2021, achieving her ambition to become a pure career paraplanner.
Initially starting her career as an administrator for a financial services provider she quickly realised that this was a profession she enjoyed, and which gave unlimited opportunities to develop. Since those early days, Vicki has witnessed considerable changes to financial services through the eyes of product providers, direct sales teams and independent financial planners. Vicki has a thirst for knowledge and has studied throughout her career and became a Certified Financial Planner in 2015 and a Fellow of the Personal Finance Society in 2020.
Working right across the financial services world, Vicki became aware that ultimately, the ‘paraplanner’ role was where she could give the most back to the profession. Enjoying delving deep into technical detail and helping to communicate these difficult financial concepts motivates her and provides inspiration to continually improve.
Outside of work, Vicki enjoys walking, running and gardening, especially if you can grow it and eat it. Ever an optimist, she is always looking forward to tomorrow and what may be in bloom.
Meet Will, a seasoned professional who embarked on a remarkable career transition from the cricket field to the financial world. Joining Servo in January 2022 while still a professional Cricketer for Sussex, Will juggled Cricket alongside his business development role here. Eager to broaden his horizons, he embarked on his professional studies, successfully attaining the prestigious CII Level 4 Diploma in Regulated Financial Planning in record time.
After am illustrious 15-year tenure in professional cricket, Will retired at the end of the season in 2022. By 2023, having completed all of his exams and gaining authorization from the FCA, he received a well-deserved promotion to the position of Financial Planner here at Servo.
Leveraging skills honed on the cricket field—such as teamwork, numerical acumen, dedication, and effective communication—Will is poised to bring his technical expertise to the financial realm. He is passionate about assisting individuals and families in realizing their financial goals and dreams.
Beyond his professional pursuits, Will finds joy in spending quality time with his wife and two young children. An active member of the Horsham cricket team, he also indulges his passion for sports, frequently hitting the road on his trusty bike.
Andrea has built a diverse career, starting with roles in retail, banking and the Civil Service before transitioning into financial services in 2018 as a trainee Paraplanner. Earning the Diploma in Regulated Financial Planning by 2019, Andrea is now working towards achieving Chartered Status and envisions a long-term career as a Paraplanner.
Outside of work, Andrea enjoys reading, baking, walking with the dogs, often exploring the beautiful properties that come with the National Trust membership. When spending time with family, Andrea is always ready to lend a hand with Lego, though she tries very hard to not take over the building process! A budding gardening enthusiast, Andrea is eager to learn how to cultivate a stunning flower garden at home.
Andrea joined the team in January 2025 and enjoys the variety and breadth of client work that comes with complex requirements and circumstances.
Alyson joined the Financial Services profession in 2010, having completed a degree in law and the Diploma in Legal Practice at the University of Edinburgh. Her career began in the local office of a medium-sized Scottish advice firm as part of its new graduate traineeship, where she worked ‘from the ground up’.
While studying for CII/PFS exams, Alyson gradually built-up experience and was promoted to a new junior paraplanner role and then to paraplanner. With the guidance of more experienced team members, she become involved with increasingly complex planning areas, supported by more exams.
After completing the Advanced Diploma in Financial Planning and achieving Chartered status, Alyson moved into a more specialist type of paraplanning in 2016. She considers herself a ‘career paraplanner’ who never wants to stop learning and developing.
With a particular interest in trusts and estate planning thanks to that law degree, Alyson is passionate about writing reports in plain English which explain complicated topics simply and that clients might actually want to read!
Alyson joined the team in April 2023, where she enjoys working with our clients and continues to build on her knowledge and experience.
When she isn’t in her home office in the Scottish Borders, where she lives with her husband and Black Labrador, Alyson enjoys cooking, baking, sewing and growing vegetables and is a voracious reader. In the winter, she can be found curling at the local ice rink.
With over 20 years of experience in the financial industry, Rochelle is a highly skilled Client Services Administrator known for delivering exceptional client support and operational excellence. She plays a key role in maintaining strong client relationships, coordinating account administration, and ensuring smooth day-to-day operations. Detail-oriented and client-focused, Rochelle works closely with advisers to support the delivery of clear, compliant, and personalized financial solutions. Her extensive industry knowledge, reliability, and calm, professional approach make her a trusted point of contact for both clients and colleagues.
As operational Manager Rochelle has built a strong reputation for excellence in financial oversight, operational management, and strategic planning. Skilled in financial reporting,
Throughout her career, Rochelle has successfully streamlined office operations, implemented cost-saving measures, and maintained compliance with financial regulations. Known for exceptional attention to detail and leadership, she fosters productive team environments and strengthens communication between management, staff, and clients.
Rochelle combines analytical expertise with practical business management to drive growth, efficiency, and accountability within every organization she serves.
Rochelle lives in Sussex and enjoys spending her free time with her husband Joseph and watching their three children in their many sports from football, horse riding and swimming across the country.
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.
James entered the world of financial services in 2002 and set up his own IFA firm in 2007. He subsequently grew and sold this business and then went onto work for a large discretionary fund manager (DFM), leaving as a Director after nearly a decade at the firm. With a desire to offer a more modern and engaging way of working with clients and their finances, James launched Servo Private Wealth in 2019.
In his 20+ year career James has worked with many complex circumstances for clients such as business owners, professional sportspeople, lottery winners, members of the legal & accountancy sector, as well as multiple generations of the same family.
James is both a Certified Financial Planner and Chartered Wealth Manager, as awarded by the CISI, which makes him one of the most highly qualified individuals in the UK to speak to about your finances.
James lives in Sussex and is married to Helena. They have two children and three pets, all of which keep them busy. Outside work, James has a passion for music and exercise and regularly wakes at the crack of dawn to head off for an early morning gym class.
CISI Chartered Wealth Manager Certificate