Custodia Financial Services

Independent financial adviser  Harrow Business Centre, Greater London, HA1 4HN
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FCA authorised
Last authorised 8th August 2022
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
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
Meet our advisers
MR Viral Patel
Financial Planner
About us

If like many UK adults, you find financial matters hard to understand and don't have the time, knowledge or the experience to do this yourself, then I may be able to help.

If you want an award-winning, trustworthy financial adviser who can work with you to reach your financial goals, then read the next couple of lines to see whether I can help.

If you need advice on planning for your retirement or pulling together multiple pension pots, then I can certainly help.

I am an independent financial adviser, and I've helped hundreds of people like you reach their financial goals, big and small, looking to enjoy their retirement.

You don't need to be a millionaire to use my services as I can assist all types of clients. Indeed, not taking sound financial advice can be a costly mistake in the long run and may literally cost you thousands of pounds.

I do know my stuff, though, and I will make sure that you completely understand whichever financial products you ask me to advise you on.

I'd love to have a chat with you and see if I can help, so please book a meeting with me.

Our services

I provide a holistic service and will take care of all your financial needs. I am also fully independent and not tied to any particular lender or provider. The benefit to you is that I can advise you on every product in the market. This means that you will get the best solution to match your needs. As I get paid by you directly, I can put your interests first.

Services Provided:
Family and business protection - I can help explore and understand potential personal and business risks.

Retirement planning – Modern retirement planning is complex. Regular reviews are essential, and I provide a comprehensive ongoing review service.

Personal Wealth Management – Choosing how and where to invest your money can be time-consuming and confusing. I can help guide you through this complex area, helping you understand which type of investments best suit you and your appetite for investment risk.

Read my Google reviews - <url hidden>

Preferred clients
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Harrow Business Centre, 429-433 Pinner Road, Greater London, HA5 3LA

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