Custodian Wealth Management Ltd

Independent Financial Adviser Westport House, Bentley, Farnham, Surrey, GU10 5HY
Response rating
7.0 /10
FCA verified
16th September 2019
We can advise you on
    • ISAs
    • OEICs
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Richard Sutcliffe
Branimir Gavrilovic
Where to find us

Westport House, Bentley, Farnham, Surrey, GU10 5HY

Make an enquiry
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

Similar advisers near you

Independent Financial Adviser 2.49 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
Independent Financial Adviser 3.16 mi
Financial Advice From Experience
Independent Financial Adviser 3.83 mi
Independent Financial Adviser 3.95 mi
I take time to understand your financial priorities and will work with you to help you achieve them.