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 the outset we would normally arrange an initial meeting which is free of charge or obligation. The purpose of this meeting is to understand your needs and objectives and ultimately establish whether, and how, we are able to assist you. At this meeting we will also outline the costs for the service and advice you require.

How we are paid

At the outset we would normally arrange an initial meeting which is free of charge or obligation. The purpose of this meeting is to understand your needs and objectives and ultimately establish whether, and how, we are able to assist you. At this meeting we will also outline the costs for the service and advice you require.

The FCA has recently introduced an initiative (the Retail Distribution Review - RDR) aimed at removing the distinction between fees and commissions and ultimately making adviser remuneration more transparent. We fully subscribe to this principle.

So, for our non-insurance business, i.e., pensions and investments, we will agree with you whether we are paid by means of a fee payable by you, or by means of a fee incorporated into the cost of any financial product(s) you buy. Typically, you will pay a one-off fee for the initial advice and implementation, then an on-going fee for continuing service as appropriate.

For insurance based contracts commission-based remuneration will however remain, and we will advise you what that is. You can however choose to pay a fee instead.

Where the fee is payable by you it may be subject to VAT. We will advise you whether or not this is the case.

Our typical fees are outlined within our Key facts about our services and costs document, but these should only be used as a guide. To reflect the flexible and bespoke nature of our advice process, we will discuss and agree a fee structure with you which is appropriate to the degree of service and advice we are providing to you.

No charges for fees will be made without prior notification and agreement.

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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