James firmly believes in the power of using life planning principles to take wealth management and financial planning to a level at which it is expertly thorough, bespoke and impactful.
James is both a Certified Financial Planner and Chartered Wealth Manager, as awarded by the Chartered Institute for Securities & Investment. His training and qualifications have helped him develop an advanced set of skills, knowledge and experience; enabling you to achieve your most meaningful and deeply-felt aspirations.
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.
Lorin is an approachable and personable member of the team. Following a career break to travel the world, Lorin has spent the last 12 years building a career in the Financial Services sector with extensive experience in the Pensions industry. Lorin adopts a client-centred approach, priding himself on delivering excellent customer service with a can-do attitude and is now a fully qualified adviser having completed the CII Level 4 Diploma in Regulated Financial Planning in 2020.
Outside of work, Lorin is a keen swimmer and travel addict. He also has a son at primary school who keeps him more than a little busy.
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.
Angela is a key part of the support team at Servo Private Wealth. With over 20 years’ experience in the world of banking and finance, more than 10 of which have been spent working with IFA’s, means that Angela has extensive knowledge of not only the financial products on the market, but also with clients who are either self-employed or business owners.
There isn’t much that Angela will not be able to help with, or organise on your behalf! Angela’s dedication to the work carried out at Servo Private Wealth is a testament to her hard working, friendly attitude and determination to achieve excellent results for all clients.
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 firmly believes in the power of using life planning principles to take wealth management and financial planning to a level at which is it expertly thorough, bespoke and impactful.
James is both a Certified Financial Planner and Chartered Wealth Manager, as awarded by the Chartered Institute for Securities & Investment, His training and qualifications have helped him develop an advanced set of skills, knowledge and experience; enabling you to achieve your most meaningful and deeply-felt aspirations.
James entered the world of financial services in 2002 and set up his own firm in 2007. James subsequently grew and sold this business and went onto work for a discretionary fund manager (DFM), Close Brothers Asset management, leaving as a Director after nearly a decade at the firm. James built up about 100 of his own clients and was responsible for managing their assets of circa £110m whilst working at the DFM. He has a wealth of experience in dealing with complex client circumstances and professional intermediaries.
With a desire to provide truly expert, holistic lifestyle financial planning and wealth management services, he launched Servo Private Wealth in 2019.
James lives in Sussex and is married to Helena. They have two children at primary school and two dogs, 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.