Custodian Wealth Management

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.