Welcome to the February edition of our client newsletter. There’s a lot to share from our team, as it’s been an especially busy few months here at Servo HQ.

Like many of our clients and businesses across the UK, we’ve faced a series of headwinds, from regulatory changes and tax pressures to political uncertainty and family challenges.

We’re pleased to say there’s light at the end of the tunnel, and we’re looking forward to a brighter and more stable 2026

We’re delighted to report continued growth, with another period of double-digit increases in client numbers, turnover, and profit. This success is a testament to the loyalty and support of our wonderful clients and introducers, as well as the hard work and dedication of our team, for which we are incredibly grateful.

This period of progress is tinged with some sadness, as we said goodbye to two longstanding team members last year. Both Lorin and Rachel have moved on to new opportunities, and we wish them every success in their next chapters. We are very thankful for the contributions they made to the business during their time with us.

At the same time, we’re excited to welcome Rochelle Mitchell, who joined us in January as our new head of client services and administration. Rochelle is supported by Mandy Turner, and together they bring enthusiasm and experience to our client service operations.

We are also actively recruiting an additional member of our back-office team to further strengthen our capabilities and support our growth strategy.

We know many of you worked closely with Lorin and Rachel in your regular dealings with us. They were both well-liked, and we are confident that Rochelle, Mandy, and our future team member will continue to provide you with an exceptional experience in all your interactions with us.

We look forward to catching up with many of you over the course of the year. In the meantime, if you have any questions or wish to get in touch, please do so via the usual contact details below.

Get in touch

To learn more about our business and how we can help you, please email us at info@servoprivatewealth.com or call 01444 715200.

Please note

This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

All information is correct at the time of writing and is subject to change in the future.

Approved by Best Practice IFA Group Limited on 16/02/2026.