© 2019 Custodia Estate Planning is an appointed Representative of New Leaf Distribution Ltd is authorised and regulated by the Financial Conduct Authority : FCA number 460421 Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE. Terms | Privacy
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ABOUT

ABOUT US

 

Whether you are buying your first flat, getting married, having children, investing in a holiday home or planning your retirement, Custodia Estate Planning can make it happen.
 

We help clients achieve their goals by providing the right funding and insurance advice.

RELATIONS WITH OUR CLIENTS

Custodia Estate Planning is dedicated to treating customers fairly.
 

As part of this, we have established a client agreement for clients. Custodia Estate Planning aims to mortgage and insure any property, anywhere in the UK.
 

We also arrange cover to protect you and your family against any unforeseen circumstances. While we strive to help all applicants, our advisers are not compelled to assist with every transaction.

 

  • We act openly and fairly
     

  • We exercise the utmost care and professionalism
     

  • We carry out regular training to ensure we are on top of our industry standards

  • We are registered with the Information Commissioner's Office
     

  • We are transparent in everything we do
     

  • We look for longevity in all our professional relationships

NIKOLA Kostov

Mortgage & Insurance Broker

viral patel

Mortgage & Insurance Broker 

MhinIE PasanA

Operations Manager

OUR TEAM

LATEST BLOG/NEWS

ghost

Marketing Manager

KYRIE LLEWELLYN

Case Handler

TESTIMONIALS

"Viral Patel was our mortgage broker and worked closely with my husband and myself to secure the best possible deal. He was fast in getting us quotes and acting as a agent mediating communication among the solicitor, property agents and us. We appreciate all his efforts!"