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 based 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.

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.

Custodian Wealth Management offers both personal and corporate advice on a whole range of financial services including the following:

Personal Financial Planning

Investment strategies
Pension planning (including drawdown)
Tax planning strategies
Life and health insurance
School fees planning
Long Term Care
Estate Planning

Corporate Financial Planning

Corporate Financial Planning
Keyman insurance
Shareholder protection
Employee benefits
Group pensions

Trustee Investments

Trustee Investment Statement
Investment Strategy
Asset allocation
Managed Portfolios
Regular reviews

*The Financial Conduct Authority (FCA) does not regulate all of these products and services
The Financial Conduct Authority does not regulate tax advice.

Our Services

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.

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.

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.

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

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.

Registered in Endland and Wales. Registered Address: Coleford House, 25A Coleford Close, Mytchett, Camberley, Surrey, GU16 6DX Company No. 05238758
Custodian Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
We are entered in the FCA's register under reference 459817. http://www.fca.org.uk/register/.

Website Design by Goldmine Media.

Top