About Us

As Alternative Financial Planners, we want to tell you the TRUTH about your money and whether you will be able to live the life you live now in the future.

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 investment, 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 invest, 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.

Why Us?

We act openly and fairly
We exercise the utmost care and professionalism
We are transparent in everything we do
We look for longevity in all our professional relationships
We are register with the Information Commissioner's Office
We carry out regular training to ensure we are on top of our industry standards

How is our service delivered to you?

Stage 1

Lifestyle Planning:

We have an Initial call, online meeting or in my office where you tell me about you and your current situation and the things you want to do. There is no charge at this stage as this is at our cost. This usually lasts around 45-60 mins.

Stage 2

Financial Planning

With the information gathered from our 1st meeting, we will create a financial plan which will identify your ‘X’, how much you will need to lead your current lifestyle to an age 100.

This will show you if you will to much or to little when you get to age 100. If you have too much, we can plan based on your goals or if you do not have enough, I can provide options to achieve your goals. At the end of this meeting, you will need to decide if you want to instruct my services.

Stage 3

Implementation

This is where I put in place the financial products you need to achieve your financial goals.

Our Team

Criag-IFA

Craig Jardine

Independant Financial Adviser
operations

Belinda Pacifico

Personal Assistant
Viral Patel

Viral Patel

Financial Planner & Mortgage Broker
Kyrie

Kyrie Llewellyn

Case Handler
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Sourcing Experienced...

Protection Specialist
Laura profile

Laura Jones

Case Handler

Executive Support

Chris-Nairn-Compliance

Chris Nairn

Compliance Manager
Alex-Darlow-Investment-Paraplanning

Alex Darlow

Investment Paraplanning
Mark-Hobbs-Complaints

Mark Hobbs

Complaints Manager

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