Servo Private Wealth

Servo Private Wealth is an independent financial advisory firm that provides advice to business owners and high net worth individuals. They offer financial planning and wealth management services.
  • Tax Planning
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Discretionary Portfolio Management

Size
Small
Phone
N/A
Email
N/A
Locations
First Floor, Unit 8 Bridge Rd, RH16 1TX
01444715200
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Private Office Asset Management
Private Office Asset Management are independent financial advisors (IFA) and wealth managers based in Sussex, London and the New Forest.
RiverPeak Wealth
RiverPeak Wealth is a boutique financial advisory firm founded in 2013, specialising in bespoke, impartial financial advice.
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Pembroke Financial Services
Pembroke Financial Services is an independent financial advisory firm that provides tailored financial planning and investment management services.
Company Details
Servo Private Wealth is operated by Servo Private Wealth Limited and is a Active company incorporated on 29 July 2019 with the registered office located in Haywards Heath, West Sussex. Servo Private Wealth Limited was registered 6 years ago.

Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
3
Turnover
Unreported
Total Assets
£139.78K
Cash in Bank
Unreported
Total Liabilities
-£137.79K

Director • PSC • Chartered Wealth Manager • British • Lives in England • Born in Nov 1981
Director • British • Lives in England • Born in Jun 1980
Teams
All
4
Finance
3
Management
1
Operations Manager • Joined Jan 2022
Chartered Wealth Manager • Joined Jul 2019
Financial Analyst • Joined Sep 2020
Financial Planner • Joined Jun 2023
Chartered Wealth Manager • Joined Jul 2019
Financial Analyst • Joined Sep 2020
Financial Planner • Joined Jun 2023
Operations Manager • Joined Jan 2022