Custodian Wealth Management Ltd

Independent Financial Adviser  Suite 35, The Sands Business Centre, Farnham, Surrey, GU10 1PX
First meeting at adviser's own cost
Straight talking, jargon-free independent advice with experience, expertise, and integrity.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Richard Sutcliffe Dip PFS
Director

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

MR Branimir Gavrilovic Dip PFS, BSc (Hon)
Director

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

What our clients say
I trust Richard implicitly to give me advice that suits my particular requirements. His recommendations have all proved to be spot on; his careful management gives me complete peace of mind. Mrs R Robinson Cambridge
Mrs R. Robinson, Cambridge
Bran has been a great help in getting my pension sorted and transferred. I didn't believe I needed an adviser but he proved himself not by being pushy but by providing me with useful knowledge. So I used him. He did all the relevant paperwork which took the burden away from me. He is also a very nice person which helps when you are facing difficult times and decisions. I highly recommend him.
Elaine Willingale, Farnham, Surrey
Not only was your financial advice useful but when coupled with matters that embraced the family the friendly approach was much appreciated.
Mr Neil Collins, Fleet, Hampshire
When a crisis involved me in the provision of lifelong care for my wife, my lack of financial expertise led me to consult Custodian. They visited me at home and dealt with my affairs so sympathetically and competently that I would unreservedly recommend Custodian to anyone needing financial advice.
Mr Brown, Farnham, Surrey
Bran's speedy and sympathetic handling of my problem reduced my stress levels dramatically. At difficult times like these, it is invaluable to have someone of his integrity and efficiency as one's adviser.
Mr L Parker, Farnham, Surrey
I am extremely grateful for the clear way the advice has been presented to me and the attention to my personal needs which has given me peace of mind.
Mrs R Martin, Godalming, Surrey
I have had excellent and speedy service from Custodian. [Adviser] researched the best solutions to my problem, explained them carefully and put everything in motion for me.
Lady Margaret Buckley, Woking, Surrey
As a newcomer to investing, I appreciate Custodians positive and friendly approach to clients. They have patiently taken the time to explain the intricacies of finance to me whilst maintaining the highest professional standards.
Mr S Anderson, Gloucester
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.

Our services

We advise on all areas of wealth management and preservation, and particularly pride ourselves on our expertise in providing advice on complex and very current issues such as inheritance tax mitigation, pension drawdown, and effective portfolio management.

Where to find us
Head office address: Suite 35, The Sands Business Centre, Sands Road, Farnham, Surrey, GU10 1PX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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