Professionals Advisers

We often work collaboratively with Lawyers, Accountants and other professional advisers to help their clients with:

  • Specialist financial advice on divorce proceedings and calculating potential financial awards
  • Inheritance Tax planning
  • Helping families with succession and inter-generational planning
  • Investment strategies for high net worth families
  • Financial planning and investment services for personal injury claimants
  • Investment services for US citizens and US-connected people

We are happy to accept instructions directly from professional advisers or engage clients directly.

Either way, our team will provide a holistic financial planning service that complements you and we always work hard to ensure that it is easy for you to engage with us.

“If you can’t explain it simply, you don’t understand it well enough”

Albert Einstein

“It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.”

George Lorimer

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.

Business Owners
People With Wealth
Professionals Advisers
Thinking About Retirement
Professionals & Senior Executives
Trustees