James Mallinson from Servo Private Wealth wins Wealth Manager of the Year at the 2022 Retirement Planning Awards

James Mallinson, Director of Servo Private Wealth, based in Brighton and Haywards Heath, has been named the winner of the Wealth Manager of the Year (South East England) award at the 2022 Retirement Planning Awards, hosted by the Wealth and Finance Magazine.

The Retirement Planning Awards aims to celebrate the companies and individuals that have helped those young and old put their future into perspective.. The awarding body are fiercely passionate about recognising outstanding achievement, game changing innovation and stellar performance and felt that James and Servo were most deserving of the accolade.

Upon winning the award, James Mallinson, Director of Servo Private Wealth, said: “I am delighted to have been recognised as one of the Top Wealth Managers in the region by the Wealth and Finance Magazine, and it puts into perspective the hard work that the team and I have put in the last 12 months – so, thank you!’ 

Servo Private Wealth is an Independent Chartered Wealth Management practice which specialises in working with Business Owners &  their families. The award showcases the talent and expertise at  Servo and the difference it offers its clients and is added to the Most Innovative Wealth Management Practice Award which the firm won in 2021 at the Southern Enterprise Awards.

Speaking on the success of James Mallinson at Servo Private Wealth, Awards Co-ordinator Victoria Cotton said: “When it comes to impeccable business, we are proud to showcase James as he has excelled in the industry. We sincerely hope you enjoy the rest of 2022 ahead.”

You can find out more about Servo Private Wealth here: www.servoprivatewealth.com

Servo Private Wealth Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Servo Private Wealth Limited is entered on the FCA register under reference 913631.