Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers.
Our business has been built based on integrity, expertise, and an excellent service. Many of our clients have personally trusted us for nearly 15 years and throughout this period we have developed many lasting relationships.
We have particular expertise in the areas of portfolio construction, pensions, maximising income in retirement, inheritance tax mitigation and long term care fees planning.
At Custodian Wealth Management, we are committed to developing a friendly, open relationship with every client as well as their other advisers where appropriate. We like to take the time to ensure we fully understand our clients' needs before offering suitable solutions.
Impartial advice of the highest quality
Our highly skilled advisers use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client's interests and fully independent.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.
The Financial Conduct Authority does not regulate tax advice.