Business Overview

Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers. Our advisers are fully qualified and experienced to advise private clients, Trustees and businesses alike on all their financial planning needs.

Our business has been built based on integrity, expertise, and an excellent service. Many of our clients have personally trusted us for nearly 15 years and throughout this period we have developed many lasting relationships.

We have particular expertise in the areas of portfolio construction, pensions, maximising income in retirement, inheritance tax mitigation and long term care fees planning.

At Custodian Wealth Management, we are committed to developing a friendly, open relationship with every client as well as their other advisers where appropriate. We like to take the time to ensure we fully understand our clients' needs before offering suitable solutions.

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Regulated by the Financial Conduct Authority ref. 459817.The Financial Conduct Authority does not regulate tax advice.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

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Products and Services

• Pension reviews
• At-retirement advice
• Investment advice and portfolio management
• Inheritance Tax mitigation
• Long Term Care Fees planning
• Life and Health Insurances.