Welcome to Custodian Wealth Management
We are independent financial advisers based in Farnham, Surrey, but serving clients across the South East. We have many years' experience in providing comprehensive financial planning and wealth management services to both private and business clients.
Our focus is on providing a quality service with expertise, integrity, and openness.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences.
It is therefore essential that you seek professional independent financial advice from people you can trust.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of long-term on-going assistance and guidance.
Treating Customers Fairly
Custodian Wealth Management is regulated by the Financial Conduct Authority (FCA).
Custodian Wealth Management has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process. Our Treating Customers Fairly policy can be found here.
You should not make any investment decisions based on the information contained in this website. It is important to seek advice in relation to your particular financial circumstances and objectives before taking any action.
