Suite 35, The Sands Business Centre, Sands Road, Farnham, Surrey GU10 1PX
Tel: 01252 782 731 Fax: 0800 0148 288 Email: contact@custodianifa.co.uk

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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.

About Us

Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers.

Our advisers are fully qualified and experienced to advise private clients, Trustees and businesses alike on all their financial planning needs.

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.

Our Services

Personal Financial Planning

Personal
Financial Planning

The foundation of the services that we provide to our clients is built on developing a long-term relationship. This enables us over time to recommend the appropriate adjustments required to our clients strategy as things inevitably change.

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Corporate Financial Planning

Corporate
Financial Planning

Custodian Wealth Management can provide business owners with corporate financial planning advice. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

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Trustee Investments

Trustee
Investments

Since the introduction of The Trustee Act 2000, trustees now have specific responsibilities concerning the servicing and administration of trust funds. The duty of care applies to professional and lay trustees, though higher standards are expected from professional trustees.

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Our Address

Custodian Wealth Management Limited.
Suite 35, The Sands Business Centre,
Sands Road, Farnham, Surrey GU10 1PX

Tel: 01252 782731
Fax:
0800 0148288
Email:
contact@custodianifa.co.uk

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