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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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.

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.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their families and their wealth, and attain financial independence and control.

Custodian Wealth Management has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

The Financial Conduct Authority does not regulate tax advice.

Private Client Advice

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Protection against critical illness
  • Income protection
  • Inheritance Tax mitigation
  • Long-term care
  • Life and critical illness assurance

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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