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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  • About Us
    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.
  • How We Work
    Our approach is both friendly and professional, giving attention to detail whilst always keeping an eye on the bigger picture, and tailoring our advice to each client's specific circumstances, concerns and aspirations. The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
  • Our Services
    There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Our business has been built on honesty, reliability and an excellent service. Many of our clients have personally trusted us for many years and throughout this period we've developed many good friendships.
  • 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 financial planning strategy as things inevitably change.
  • 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.
  • 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.

Welcome to Custodian Wealth Management

We are independent financial advisers based in Farnham, Surrey, but serving clients across the South East. We have many years' experience in providing comprehensive financial planning and wealth management services to both private and business clients.

Our focus is on providing a quality service with expertise, integrity, and openness.

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences.

It is therefore essential that you seek professional independent financial advice from people you can trust.

We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of long-term on-going assistance and guidance.

Treating Customers Fairly

Custodian Wealth Management is regulated by the Financial Conduct Authority (FCA).

Custodian Wealth Management has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process. Our Treating Customers Fairly policy can be found here.

You should not make any investment decisions based on the information contained in this website. It is important to seek advice in relation to your particular financial circumstances and objectives before taking any action.

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.

Read More
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.

Read More

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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