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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At Custodian Wealth Management excellent services and quality independent advice are our priorities. We are proud of the work we do for our clients and value the relationships we have with them. Here are just a few comments from some of our valued clients.

Client Testimonials

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 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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