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Wealth-management

Wealth Management

To complement some of the needs of our clients at Custodis we can introduce you to the services provided by Custodis Financial Planning. 

Custodis Financial Planning offer independent financial adice and they have the knowledge and expertise to help successfully secure and enhance their clients financial future by offering specialist advice in a wide range of areas, including:

For further information or to book a complimentary consultation, visit: www.custodisfp.co.uk

 

Custodis Financial Planning is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority.

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T:  01225 580707

"Before I met Tim I thought a Will was just a Will, but after a short time talking to him he had explained the different types and their importance.  Tim did not sell himself or his company but sold the idea of having the correct type of Will, and the ramifications of an incorrect or no Will.  With his relaxed and friendly approach it was very easy to make the decision to work with Tim and I am very pleased with the results."

P. Lane, Bristol