Custodia Financial Services
Initial consultation free
Independent
I have over 17 years of experience in the market, and I work with clients to consolidate multiple pensions and take control by implementing a structured personal financial plan | Pensions | Pension Sharing Order | financial coaching | 1% annual fee
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Viral Patel
Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up. Past performance is not a guide to future performance.
Legal information
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