Servo Private Wealth Limited
Reference number: 913631
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 7 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 31 December 2024
Responsible principal firm
Best Practice IFA Group Limited Reference number: 223112 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Servo Private Wealth Limited (FRN 913631) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Servo Private Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Servo Private Wealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Unit 8, Bridge Road Business Park, Bridge Road, Haywards Heath, West Sussex, RH16 1TX, United Kingdom
In the full report: 3 background checks
- When servoprivatewealth.com first appeared online, and whether it can receive email
- What kind of line 01444 715200 is
- Who else gives the postcode RH16 1TX
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Best Practice IFA Group Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 12125902 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 July 2019 (7 years old)
- Registered office
- First Floor, Unit 8, Bridge Road, Haywards Heath, West Sussex, RH16 1TX, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Helena Alyson Wheeler-Mallinson | Director | Jun 1980 | 29 Jul 2019 | None |
| James Clement Wheeler-Mallinson | Director | Nov 1981 | 29 Jul 2019 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Total equity
£1,984
No earlier figure to compare
Employees (average)
3
Same as 3
Owed within a year
£69.6k
−9.7% from £77.1k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2020 to 2024
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 12125902. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Servo Private Wealth’s history from the FCA register and Companies House, newest first.
2019
17 September 2019
- Became an appointed representative
FCA register
29 July 2019
- Incorporated at Companies House
- James Clement Wheeler-Mallinson took control (75–100% of shares)
- Helena Alyson Wheeler-mallinson appointed as a director
- James Clement Wheeler-mallinson appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Servo Private Wealth
Other FCA-listed firms that share a director, phone number or address with Servo Private Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- no longer authorised
- 1
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Servo Private Wealth
Other firms of the same type (financial adviser), nearest first.
In Haywards Heath
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Servo Private Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 5 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Servo Private Wealth Limited FCA authorised?
What does appointed representative mean for Servo Private Wealth?
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Is Servo Private Wealth a scam or clone?
Is my money safe with Servo Private Wealth?
Who owns Servo Private Wealth?
Who runs Servo Private Wealth?
How long has Servo Private Wealth been in business?
What do Servo Private Wealth’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk