Financial Planning

Navigating your way around the world of finance can be confusing, especially if you aren’t familiar with the types of products available or aren’t sure what you’re looking for. We often find our client’s perception of their financial position and what it is, in reality, can differ significantly.

At Servo Private Wealth, as Independent Financial Advisers, CFP professionals, and CISI accredited Financial Planners, we work in partnership with you to provide security now and prosperity in the future.

To do this, we like to get to know you: what makes you tick, how you spend your time (and money), what your life looks like when it’s the best it can be, who the important people are in your life, and how everything fits together in your world. We spend as much time as necessary to build this picture, as it is the first and most important part of the process. 

We will uncover what is important to you, what you want to achieve and when you want to achieve it by. From our perspective, it allows us to see where we can add value and ensure that having a relationship with us and engaging with our services will be worthwhile. 

“A big part of financial freedom is having your heard and mind free from worry about the what ifs of life.”

Sue Orman

"PLANNING IS BRINGING THE FUTURE INTO THE PRESENT SO THAT YOU CAN DO SOMETHING ABOUT IT NOW"

ALAN LAKEIN

“It’s not how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for.”

What We Will Do

Once we have completed the discovery phase, we will build a robust financial plan which will outline the stages necessary to deliver our advice. Our main areas of focus are: 

  • Retirement planning 
  • Investment planning
  • Business planning
  • Protection
  • Saving
  • Investments
  • Minimising Tax 
  • Trusts 
  • General insurance 

We will present our plan to you and use this in conjunction with visuals on what your future finances look like, so we can show you the effects of life events on your financial plan. 

We aim to provide all our clients with full holistic advice within our financial plans, rather than limiting it to one area. This means that we will consider how all your plans and investments overlap and interact with one another to formulate the most efficient strategy for your needs. 

It isn’t rocket science, but it can be confusing – essentially, we align all your needs, values and goals with your finances!

…Of course, it doesn’t just stop with the plan either. If you appoint us as your Independent Financial Planners, we are here for you for the long-haul; keeping you updated on your finances, potential new investments, and ways in which we can consistently make your money work harder for you. 

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.

Our Six Stage Process
Financial Forecasting
Wealth Planning Service