About Us
Custodis Limited - Custodians of your family, business and future.
We have picked our name carefully at Custodis; the Latin meaning is 'watcher' or 'keeper' and that's how we see our role for you and your assets. We understand that protecting your family and your future is the main reason you go to work. The Custodis team comprises of experts, who take continued professional assessment and includes technical experts, who are highly qualified in their field dedicated to tailormaking the best Will for you. With experts in the area of Wills, our professionals take a caring, professional and holistic approach to finding out your exact financial and family situation. Their dedicated knowledge and experience enables them to take you through every avenue of Trusts, Taxation and provision which can potentially safeguard your finances, protect against Inheritance Tax and Long Term Care Costs and create provision for relatives in the event of Marriage after Death.
Tim Phillips Managing Director
Tim has a warm, caring and highly professional approach to clients and the view that there is 'no off the peg, one size fits all solution' to a client's Will requirements. Although based in Bath, Bristol and the South West, Tim is often referred by his clients to see their family or friends to discuss their Will requirements in England and Wales. Tim's conviction is to treat each client as an individual which enables him to get under the skin of a client's needs and maintain client relationships for many years. He has been married for seven years and he and his wife Emma have three children; William, Oliver and Phoebe.
A Comprehensive Service
At Custodis we pride ourselves in offering many other services which includes: Wealth Management and Financial Planning advice.
See more information on: Wills & Estate Planning
If you want a Financial Health Check please see the areas we can navigate you to:
- Wills
- Pensions
- Protection
- Investments
- ISAs
- Trust Funds
- Business Growth
- Accountancy needs
