Client Portals

The links below will take you to your individual client areas for which you will need your login details as sent to you directly by the provider.

By clicking on these links, you will be leaving the Servo Private Wealth website and we cannot be held responsible for the security of any external portals. If you need to reset any of your information or have difficulty logging in, please use the functions on these external sites as we are unable to make any changes directly.

Our client portal

Many of our clients want to view their financial affairs online, and this can help optimise the time they spend with their Adviser. If you’re one of our clients, you could have access to your financial information online, 24/7. Our Client Portal allows you to:

View a summary of your wealth and other financial products
Analyse individual assets and their performance over time
Review and update your attitude to risk and loss
See all your protection cover in one place
Review key documents your adviser has shared with you
Upload documents you wish to keep safe
Update personal information
Prepare for important review meetings with your Adviser
Use our secure messaging service

Please click on this link to view a demonstration and see it in action for yourself.

AJ Bell Investcenter

Transact

Aegon

Trinity Bridge

Quilter

Nucleus

Wealth Platform