Meet the Team
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.
Branimir Gavrilovic (Director)
Branimir entered financial services in 1997, having previously had a career as an engineering manager with British Gas. He initially worked as a consultant at United Friendly Financial Planning Ltd, then with Friends Provident, where he specialised in inheritance tax and retirement planning, achieving a number of significant awards in the process. He co-founded Custodian Wealth Management in 2004.
Branimir's particular expertise lies in pension and retirement planning, investments, inheritance tax and long term care planning, trustee investments, and financial planning for small-to medium sized businesses.
A keen amateur cook and traveller, he claims, on account of a large and close family, to have little time for other pursuits!.
Richard Sutcliffe (Director)
Richard began his financial services career in 1993 with Acuma, the financial planning arm of American Express, providing a fee-based consultancy service to high net worth individuals. Richard was their financial planner of the year in 1996.Via a number of takeovers and mergers, he moved to Friends Provident in 1997, where he specialised in retirement and inheritance tax planning, and continued to achieve significant recognition. With Branimir, he set up Custodian Wealth Management Ltd in 2004.
Richard's current expertise is in the areas of investments, inheritance tax advice, pension and retirement planning, trustee investments and financial planning for small-to medium sized businesses.
He is a keen amateur guitarist, and also enjoys a variety of water-sports, as well as of course spending time with family and friends.
Martin Nott (Paraplanner)
Martin began his career in financial services in 1995 with the Co-operative Insurance Society (CIS) where he progressed to become a Sales Manager. He then moved to the Portman Building Society as a Financial Planning Manager where he stayed until they were taken over by Nationwide. He continued this work at Towry from where he joined the Custodian team in the summer of 2014.
Martin likes most sports, especially football and is a keen concert and live band attendee.
Admin and Support
The service we provide to our clients would be virtually impossible without the support and commitment of our two key members of staff, Christine and Clare:
Christine has been with us since the very early days of Custodian Wealth Management and is responsible for the overall servicing of client policies and co-ordination of regular client reviews, administration and accounting for the business, as well as the day-to-day running of the office - and its Directors!
Clare joined us in March 2011, having previously worked as a PA/co-ordinator at Standard Life. Clare is responsible for co-ordinating our regular professional connection seminars and workshops, administration of our client Wrap accounts, and assists the advisers in research and preparation of reports.