Custodia Financial Services

Custodia Financial Services is the leading provider of financial planning serving affluent families, business owners, and executives. We help our clients find the responsible balance between paying down debt, investing for the future, and experiencing life now. We specialise in helping clients that have a minimum of of household income and meet one (or more!) of the following criteria: You have young kids You own your property You are a business owner Our unique life-centred approach to financial planning has helped us shake up the industry and become one of the most innovative and forward-thinking providers of financial advice. Here is a typical comment from one of my clients:"I have instructed Custodia for close to two years for all my work and there is one word that best describes their service:"Excellent!" I have been very impressed with Viral Patel. he is an absolute pleasure to deal with, he is very attentive and has a can-do attitude. He provides first class service and will always reply to your emails, return your calls etc but above all he give very professional and objective advice. He takes great care to ensure that you are provided with the products that meet your needs. Highly recommended." 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. Inheritance Tax Planning - Navigating the complexities of inheritance tax can be a daunting experience. I can advise you and your family on how to tackle and potentially mitigate this area of planning.