Custodian Wealth Management Ltd

Independent Financial Adviser Westport House, Bentley, Farnham, Surrey, GU10 5HY
Response rating
7.0/10
FCA verified
13th August 2018
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Group protection
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Richard Sutcliffe
adviser-person
Branimir Gavrilovic
Director
Where to find us
About us

Custodian Wealth Management are Independent Financial Consultants based in Surrey. We have many years experience in providing wealth management advice to both corporate and private clients. We have particular expertise in the areas of Inheritance Tax Mitigation, Retirement income, Long Term Care fees planning, and Group Benefits.
We work on a fee or commission basis though initial meetings are free.

Preferred clients
Minimum wealth (income/assets)
£0

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Attend one of our income, investment and Inheritance Tax Planning seminars, they are without charge or obligation.