About You

“You only get one life, so this is the one that matters”

At Servo Private Wealth it’s all about you; where you are today, where you want to be tomorrow and a plan of how to get there. We believe that looking after someone’s accumulated wealth is one of the most personal and privileged things you can do.

Financial planning is not just about your money, it’s about what’s important to you. We want to get to know you; your interests, your values, your goals and your most important relationships. That way we can help you achieve your personal financial goals.

That’s why we take time to get to know you and give you time to get to know us- to build a relationship that will work over your lifetime and your children’s lifetimes.

We believe that specialising in working with only certain types of people gives us an in-depth knowledge of their financial problems and challenges they face, as well as the solutions that they may need.

All clients are different, and we always treat people as individuals, however, we do see some commonality in what clients want from us- normally based on the stage of life in which they find themselves. We hope you may be able to relate to one of these profiles.

Business Owners

If you are a business owner, entrepreneur or are self-employed, you may well have complex finances. With such a focus on building and running a successful business, you may struggle to give your finances – particularly your personal finances – the attention they need.

People With Wealth

Whatever your source of wealth, unless you intend to spend it immediately, there are many concerns which need to be addressed and even the most financially astute person can struggle so it’s worth seeking the advice of professionals who have your best interests at heart.

Professionals & Senior Executives

We have experts who specialise in helping senior self-employed professionals and employed executives with their complex financial circumstances. We can also provide executive financial counselling to the senior staff of large businesses.

Retirement planning

Retirement is no longer confined to a fixed time in your life. Increasingly, people are choosing whether they will retire earlier or later than usual, or whether they will gradually ease into it. Whenever and however you choose to retire, it is a time in your life that is best planned for well in advance.

Professional advisers

We often work collaboratively with Lawyers, Accountants and other professional advisers to aid them in helping their clients. 

Trustees

We understand the significant responsibilities you take on when you are the trustee for any type of trust. Whilst many advisors shy away from what can be a complex area, we will always embrace areas that can add value for our clients.