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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Custodian Wealth Management can provide business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

Corporate Financial Planning

Custodian Wealth Management can provide business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to 'keyman' assurance and shareholder protection.

Deciding on the best employee benefit strategy for your business is also another integral part of building a successful company. It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility to be able to choose their own employee packages from a range of options you set. You should also be looking to make the benefits package more tax efficient for both your business and your employees.

Working with us means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit you and your business.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

The Financial Conduct Authority does not regulate tax advice.

Corporate Planning Advice

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

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.

Read More
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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I trust Richard implicitly to give me advice that suits my particular requirements. His recommendations have all proved to be spot on; his careful management gives me complete peace of mind.

Mrs R Robinson Cambridge

Bran has been a great help in getting my pension sorted and transferred. I didn't believe I needed an adviser but he proved himself not by being pushy but by providing me with useful knowledge. So I used him. He did all the relevant paperwork which took the burden away from me. He is also a very nice person which helps when you are facing difficult times and decisions. I highly recommend him.

Elaine Willingale

Not only was your financial advice useful but when coupled with matters that embraced the family the friendly approach was much appreciated.

Neil A Collins, Fleet Hampshire

When a crisis involved me in the provision of lifelong care for my wife, my lack of financial expertise led me to consult Custodian. They visited me at home and dealt with my affairs so sympathetically and competently that I would unreservedly recommend Custodian to anyone needing financial advice.

Mr Brown, Farnham, Surrey

[Adviser]'s speedy and sympathetic handling of my problem reduced my stress levels dramatically. At difficult times like these, it is invaluable to have someone of his integrity and efficiency as one's adviser.

Mrs Parker, Farnham, Surrey

I am extremely grateful for the clear way the advice has been presented to me and the attention to my personal needs which has given me peace of mind.

Ruth C Martin, Godalming, Surrey

I have had excellent and speedy service from Custodian. [Adviser] researched the best solutions to my problem, explained them carefully and put everything in motion for me.

Lady Margaret Buckley, Woking

As a newcomer to investing, I appreciate Custodians positive and friendly approach to clients. They have patiently taken the time to explain the intricacies of finance to me whilst maintaining the highest professional standards.

S Anderson, Gloucester

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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