Welcome to Custodis Financial Planning, Independent Financial Advisers in Somerset serving Bath, Bristol, Taunton & surrounding areas

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

YOU are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today or complete our short enquiry form and we'll be pleased to help you.

Company address:
Custodis Financial Planning, Ivy House, East Brent, Somerset, TA9 4RZ
T: 01278 769205
M: 07518 378073

Email: tim.phillips@custodisfp.co.uk

Custodis Financial Planning is Authorised and Regulated by the Financial Services Authority.

Custodis Financial Planning is entered on the FSA register (www.fsa.gov.uk/register/) under reference 550514.

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.