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.