Custodia Financial Services

Custodia Financial Services is a leading provider of innovative financial planning solutions for affluent families, business owners, and executives. With a focus on achieving a responsible balance between debt management, strategic investments, and enjoying the present, the company has earned a strong reputation within the industry.

The company's unique life-centered approach to financial planning has set them apart, enabling them to cater to clients with a minimum household income of £150,000 who meet specific criteria, such as owning property, being business owners, or having young children.

Client testimonials reflect the company's commitment to excellence, with highlighted attributes including attention to detail, professionalism, and personalized service. These qualities have contributed to Custodia's status as one of the most innovative and forward-thinking providers of financial advice.

Custodia Financial Services offers a range of essential services, including family and business protection, retirement planning, personal wealth management, and inheritance tax planning. These services are tailored to address the complex and evolving needs of their clientele.

Founded in 2012 and based in the United Kingdom, Custodia Financial Services has demonstrated a strong track record in serving the financial and financial services industries.