about us

Estate Planning Begins with You. We believe the foundation of a strong estate plan is understanding—your story, your journey, and the goals you hold for the future. That’s why we start every client relationship with a no cost, no-obligation consultation. It’s our way of getting to know you and helping you explore the estate planning options that best fit your life.

With expert advice at competitive prices, we’re here to guide you every step of the way—making a complex process feel simple, supportive, and tailored to you.

There’s a common myth that estate planning is only for the wealthy or famous. But that couldn’t be further from the truth. Estate planning is not just about money—it’s about people. It’s about protecting those you love, providing peace of mind, and ensuring your wishes are honoured no matter what the future holds.

ESTATE PLANNING WITH HEART – GUIDANCE YOU CAN AFFORD

Worried about the cost of making a will or doing it alone? If high solicitor fees or the uncertainty of  DIY options have held you back, you’re not alone. We’re here to make estate planning simple, safe, and affordable.

By Your Side,
Every Step

We are dedicated to helping other families and businesses navigate their estate planning with care and confidence. With vast experience in the estate planning and financial planning industry—and strong connections across the legal and financial sectors—you can trust that the advice you receive is honest, expert, and always in your best interest.

Meet the Team

Custodis,
by your side,every step

Estate planning begins with you. We believe the foundation of a strong estate plan is understanding your story, your journey, and the goals you hold for the future. That’s why we offer a free, no-obligation consultation to explore what suits you best.

In essence, estate planning means recognising how much your loved ones rely on you—for stability, comfort, and a shared future—and then taking thoughtful steps to ensure that support continues, even if you’re no longer able to provide it yourself.

Once we understand your goals, our experienced advisers will walk you through the process, helping you create a plan that gives you confidence—and gives your family security.

Making Estate Planning
Simple, Personal, and Affordable

There’s a common myth that estate planning is only for the wealthy or famous. But that couldn’t be further from the truth. Estate planning is not just about money — it’s about people. It’s about protecting those you love, providing peace of mind, and ensuring your wishes are honoured no matter what the future holds.

Once we understand your unique circumstances and wishes, we can help you explore planning options—such as protecting assets from third parties or reducing potential inheritance tax—so more of your estate reaches the people who matter most to you.