| Servatus provide a personal financial planning and private banking service to clients who appreciate the need to use an industry expert to interact with financial services institutions on their behalf.
We engage with our clients through a process known as Holistic Financial Planning which is a 1st class financial planning service aimed at clients who wish to fully understand their financial position, set their financial goals, know how to achieve them and therefore gain control of their finances. This means that we do not concentrate on selling financial products but focus on the advice that helps you get the lifestyle you want. Our advice revolves around you, not your money. Our goal is to provide you with financial independence and security, giving you peace of mind. It may not always be what you want to here, but we deal with the things you need to know.
We advise on and implement financial solutions and products for our clients which include:
Through our private banking service we can help our clients raise finance for property purchases, for both private, commercial or investment purposes. We help clients raise funds for company expansion, VC funding etc. We also offer private clients assistance with succession and Inheritance planning.
Please look through our website which will provide you with some information on our services and will also give you an understanding to our approach to dealing with you and your financial assets.
You can reach us at (01) 8280013 or Email us at
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Servatus Ltd is regulated by the Central Bank of Ireland.
Registered no 52044
Directors Geoff Whelan MD and Rebecca Whelan (non Exec) CRO 468305
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