James Mallinson

I am a Chartered Wealth Manager, CFPtm and Financial Planner with Servo Private Wealth, an Independent Financial Advisory business based in Haywards Heath.

I have 20 years of experience working with complex financial issues. I have a background in financial education and have delivered lectures to a variety of audiences ranging from FTSE listed businesses and their employees, down to small focus groups. This experience has given me the ability to make complex situations easy to understand.

I have been a guest speaker of the Bar Council at their annual conference and have also appeared both in print and in-person in the mainstream press & media.  I advise clients on all matters of financial planning and wealth management, whether it involves pensions, investments, divorce, inheritance and intergenerational planning, or businesses.

I use cashflow planning and software with all of my clients to help demonstrate their finances visually and follow the CISI & FPSB’s six-stage approach to financial planning. We work on a non-contingent basis and can work on either a fixed fee or hourly rate basis for any instruction.

We’re happy to have an initial meeting and discussion at our expense and without obligation on either side to see if we can add any value to you and your clients.

Make an enquiry with this member

• Name*
  First Last
• Email*
  Enter Email Confirm Email
• Phone*
• Details of your enquiry*
• Hidden
  Member email*
• CAPTCHA