Our Company

Planning for a secure future, whether for yourself, your family or your business is one of the most important steps you will ever take.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…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.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.

At Custodis Financial Planning with over 25 years experience, we provide friendly, personalised Independent Financial Advice by working closely with our clients to help secure the future they are looking for.

 

Our Team

Tim Phillips Director/IFA
Tim has over 25 years experience providing investment, inheritance tax, pension and protection advice.‘My personal mission is to ensure that I bring honesty, passion and commitment into my work. I very much enjoy what I do, and am grateful that this is the way I get to make my living’.I know and am passionate about the benefits of truly independent financial advice, although sadly this is often overlooked: I look for and enjoy working with clients who value professional expertise with a relationship based approach’.Tim is married to Michelle and they have 4 children, William, Oliver and Phoebe and Sophia who prove a constant source of fun enjoyment and joy and the occasional additional grey hair.

In his spare time he enjoys most sports, in particular rugby, football and tennis along with spending time with his family.

Want to know more?

Call us for a friendly chat on 01278 258 025 or email: tim.phillips@custodisfp.co.uk