Custodis Financial Planning
At Custodis Financial Planning we provide friendly, personalised Independent Financial Advice by working closely with our clients to help secure the future they are looking for.
For over 21 years I have been providing holistic financial planning and wealth management services to individuals and businesses. In that time I have found that, while my clients share similar concerns, they need individual solutions.
Through careful planning and drawing from my many years’ experience in this field, we can work towards satisfying all your financial goals.
We offer face-to-face financial advice, We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.
Would you benefit from our advice?
Do you:
- Have the desire to become financially independent?
- Find that because of a busy life you constantly place other priorities ahead of your own finances?
- Know or suspect that your finances could be better arranged to pay the taxman less, earn a potentially better return, and provide you and your family with greater security?
- Have surplus income each month, or spare capital which you allow to stagnate in deposit-based accounts?
- Recognise and value the benefits of dealing with a professional adviser, who can remove the day to day concerns of where to invest, and help you focus on your future?
- Consider yourself open to new ideas, aware of the benefits of investing, but unsure of where to start or who you can trust to put your interest first?
- Keen to protect your assets, including the family home and savings, so that you have continued financial security, and so that these assets may benefit your family, rather than the state?
Tim Phillips
Independent Financial Advisor
Custodis Financial Planning
Tel:01278 769205
Mobile: 07518378073
Email: tim.phillips@custodisfp.co.uk
Web: www.custodisfp.co.uk