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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Website Disclaimer

The information available through Custodian Wealth Management is for your general information and use and is not intended to address your particular requirements. In particular, the information does not constitute any form of advice or recommendation by Custodian Wealth Management and is not intended to be relied upon by users in making (or refraining from making) any investment decisions.

Appropriate independent advice should be obtained before making any such decision. Any arrangement made between you and any third party named in the site is at your sole risk and responsibility.

For your information we would like to draw your attention to the following investment warnings:

The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested. The spread between the bid and offer prices of securities can be significant in volatile market conditions, especially for smaller companies. Realisation of small investments may be relatively costly.

Past performance is not necessarily a guide to future performance.

Where the information consists of pricing or performance data, the data contained therein has been obtained from company reports, financial reporting services, periodicals, and other sources believed reliable.

The site operates a policy of independence in relation to matters where the operator may have a material interest or conflict of interest. On conflict of interest such interest may arise from the receipt of advertising income, commissions based on business introduced, payment for enhanced publication presence, holding of positions etc.

Contributors employed or contracted by the company to provide site material are required to disregard any material interest or conflict of interest when giving advice through the site.

Journalistic comment included on this site is made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such comment.

Custodian Wealth Management is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules.

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

Financial News


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