Suite 35, The Sands Business Centre, Sands Road, Farnham, Surrey GU10 1PX
Tel: 01252 782 731 Fax: 0800 0148 288 Email:

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Cookie Policy

Custodian Wealth Management is the Operator and Copyright Holder respectively of this Website ("the Site"). Custodian Wealth Management uses technology to collect information about the use of the Site in order to improve your experience when you browse the Site.

In order to collect the information this Site uses ("Cookies"). A Cookie is a small file of letters and numbers that is sent to your browser and stored on the hard drive of your computer (or internet-enabled device) when you visit the Site.

Analytical/Performance Cookies – These Cookies collect information in an anonymous form about how visitors use our Site. They allow us to recognise and count the number of visitors and to see how visitors move around the site when they are using it.

This Site may link through to third-party websites which may also use Cookies over which we have no control. We recommend that you check the relevant third-parties privacy policy for information about any Cookies that may be used. You can configure your web browser to refuse Cookies, to delete Cookies, or to be informed if a Cookie is set. You can find out how to do this by clicking "help" on your browser menu.

To find out more about Cookies, including how to see what Cookies have been set and how to manage and delete them, visit

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This Site uses Google Analytics, a web analytics service provided by Google, Inc. Google Analytics sets a number of Cookies (default is 4) in order to evaluate your use of the Site and compile reports for us on activity on the site.

Google stores the information collected by the Cookie on servers in the United States. Google may also transfer this information to third-parties where required to do so by law, or where such third-parties process the information on behalf of Google. Google will not associate your IP address with any other data held by Google.

Google Inc are members of the US Safe Harbour Scheme. This scheme allows the transfer of data from within the EEA to countries that are outside of the EEA without having to enter into a specific data transfer agreement. Companies that sign up to the scheme are deemed to provide adequate protection for personal data transmitted from Europe.

Our Services

Personal Financial Planning

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

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


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
0800 0148288

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