At Servo Private Wealth, we work with wealthy families, high net worth individuals, business owners 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 aim is to make the complex world of financial services clear, simple and tailored to you.
Our clients are typically self-made, successful individuals who are either building towards financial independence or are already financially independent of their work and are seeking to ensure their money lasts at least as long as they do. We work closely with our clients to enable them to achieve this, whilst also continuing to enjoy and make the most of their current lifestyles.
We only work with clients where we believe we can add significant value (far in excess of our fees), who we like, and with whom we can build long-term relationships. If for whatever reason we don’t believe this will be the case, we always highlight this as soon as possible and do our best to point you in the direction of someone who we believe can help.
Our bespoke services and advice are as individual as you are, taking into account your lifestyle, your family, and your interests. We help you achieve peace of mind about your finances, allowing you to get on with the life you wish to enjoy.
We strive to provide clients with a holistic view of their finances, encompassing both investment and financial planning needs. Our aim is to understand the importance of things in your life and help you achieve your short, medium, and long-term goals in the most efficient way.