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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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.

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!.

Branimir Gavrilovic


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.

Richard Sutcliffe


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.

Martin Nott


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.

Admin and Support

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

Financial News

Resources

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