Let us tell you the Truth about money

We believe you can achieve the lifestyle you want for yourself and your family. It just takes a bit of planning, some innovative thinking and a financial partner who really understands your needs and aspirations.

It’s this understanding that sets us apart. We forge lasting relationships with our clients – some of which span generations. But above all, we see it as our job to give you the confidence and financial freedom you need, to do the things you’ve always wanted to do.

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What does Custodia offer its Private Clients...

We have one clear aim to help our clients do all the things they want to do in life, with out fear of running out of money.
We work with you to develop your financial plan... our objective is not to sell you financial products.
We offer this service to our current clients and only those that have been referred that we have a mutual agreement to work with....

Our Happy Clients

By far the best financial services provider I have dealt with. Viral Patel and Laura Jones have been absolutely fantastic with helping me with my mortgage. They were extremely helpful from start to finish and responded immediately to every query and question I had. Getting a mortgage can be a very stressful experience but I feel I was working with the best. Both have been so amazing I would highly recommend them to all my friends and family. Thank you both so much! Thaira
Thaira Sheikh
Thaira Sheikh
17:04 06 Dec 21
I've been using custodia for my remortgages for the past 5 years, they have have been very professional and very quick to respond. I would highly recommend them to anyone who needs any financial services especially Viral who has been there from start to finish throughout the process.
Nitesh Varsani
Nitesh Varsani
16:50 17 Nov 21
Great service, professional and knowledgeable.
Ben Tippen
Ben Tippen
09:16 07 Oct 21
I would highly recommend the services of Viral and his team. Viral is extremely professional and knowledgeable. His support has been invaluable over the last few years from the beginning to the end of our re-mortgages. Despite all the questions we ask, Viral is always so friendly and patient. He is willing to go the extra mile to help us. Thank you so much for your patience and guidance, we couldn't have done our re-mortgages without you!
Usha P
Usha P
23:11 04 Oct 21
We have used Viral’s services for many years, the latest HMO, limited company, buy to let mortgage for our investment property purchase. Always provides a efficient and responsive service. Thank you so much.
29Bricks
29Bricks
20:42 04 Oct 21
Great service, they managed the whole process to completion.
Viz Patel
Viz Patel
15:42 04 Oct 21
Viral has been invaluable to us! He’s reliable, responsive and such a pleasure to work with. We trust him and the advice and service he provides is top notch. 100% recommend Custodia Estate Planning.
Diana Kim
Diana Kim
12:17 16 Sep 21
I have dealt with Viral re a remortgage, and he has been excellent providing a first class service. Advice, support and execution have all been exactly as required. I would highly recommend.
Deesch Achal
Deesch Achal
22:47 21 Jul 21
The team at Custodia are the best at what they do. They are professional, manage your expectations and brilliant at communicating regularly. They exceeded my expectations!
Shan Shanthakumar
Shan Shanthakumar
05:59 17 Jul 21
The company were diligent in the work they did and made the whole experience educational...
Norman Giscombe
Norman Giscombe
15:30 16 Jul 21
Efficient good quality services. Viral and his team made sure to keep me updated where necessary and also responded quickly to any queries I had. I highly recommend using their services.
Chandni Patel
Chandni Patel
15:57 14 Jul 21
Viral Patel was extremely helpful with a mortgage matter. He found a great deal and guided me through the whole process. I highly recommend him.
Usman Sheikh
Usman Sheikh
15:28 17 May 21
Excellent and professional service provided by Custodia Estate Planning and received amazing support from Viral Patel.
minaxi vishram
minaxi vishram
20:29 05 Apr 21
Custodia and Viral in particular are a great company to deal with. Extremely high level of technical knowledge across all of the financial advice spectrum. Highly recommended
Steve Mannakee
Steve Mannakee
15:12 30 Mar 21
I have instructing Custodian for close to tow years for all my work and there is one word that best describes their service: "Excellent!" I have been very impressed with Viral Patel. he is an absolute pleasure to deal with, he is very attentive and has a can-do attitude. He provides first class service and will always reply to your emails, return your calls etc but above all he give very professional and objective advice. He takes great care to ensure that you are provided with the products that meet your needs. Highly recommended.
Mayur Patel
Mayur Patel
11:46 21 Mar 21
bgpostman
bgpostman
20:33 19 Mar 21
Been using these guys for years. Best mortgage deals on the market and great personal service. No one does it better!
Duncan Richardson
Duncan Richardson
13:52 16 Dec 20
Looking for a bridging loan and I was put in contact with Viral and his team. They found a great deal which suited our requirements exactly.Very friendly, helpful, patient and most importantly knowledgable. Happy to recommend.
Simon Cooper
Simon Cooper
13:28 20 Nov 20
Nimit Patel
Nimit Patel
12:02 29 Oct 20
Custodia planning is an extremely professional and helpful company. Could not stress this anymore. I have used them for two properties and as stressful as it is they make your life a lot easier. Viral is extremely helpful and always willing to help anytime of day any question.
George Morton-Clark
George Morton-Clark
07:10 07 Oct 20
I had a great experience with Custodia planning. Viral handled the case extremely well and got us the best deal for our needs. There were some specific needs in our case, Viral took everything into consideration and helped us choose the bank that would be more acommodating and had the best rate. They have already handled 2 cases for us and will certainly reach out to them again if needed.
Saulo Consalter
Saulo Consalter
07:38 06 Oct 20
Excellent service by viral
rikesh patel (mncoachworks ltd)
rikesh patel (mncoachworks ltd)
14:32 26 Sep 20
Excellent service and very friendly responsive
Daxa Kalyan
Daxa Kalyan
20:57 22 Sep 20
Viral worked diligently to secure us a good mortgage during these trying times
Balbinder Jagpal
Balbinder Jagpal
13:19 22 Sep 20
I can highly recommend Viral and his team for mortgage and insurance advise based on the service I have received.
Kapilaben Patel
Kapilaben Patel
10:19 22 Sep 20
Viral provides a really high level of service and really takes the time to understand requirements before presenting a solution.It’s very reassuring to know that your needs are taken care off in the best way possible by someone that genuinely cares.Highly recommended!
Drijen Shah
Drijen Shah
13:22 18 Sep 20
Professional and responsive service and fantastic result! I couldn't recommend Custodia highly enough!
Jacob Figura
Jacob Figura
07:49 16 Sep 20
We have been working with Viral and Custodia for more than five years now. We have always received amazing support and service. They are our financial super heroes and always been there for us during the good times and the challenging ones and have never let us down. I highly recommend Custodia.
Davidene Harrington
Davidene Harrington
11:18 09 Sep 20
Excellent service! I have only use CEP services for all my financial needs.
Rashik Vishram
Rashik Vishram
06:24 12 Jan 20
Custodia planning are a God-send. They helped me tidy up my credit, secure an affordable mortgage, advised me on my will, life insurance. Recently they helped consolidate my debt (saving me 1000s!) Thank you Custodia!
Bonz H
Bonz H
20:07 16 Sep 19
Viral and the team at Custodia are excellent, I recommend them!
Richard Baggaley
Richard Baggaley
16:25 07 Dec 18
The best ever mortgage services .
Sina Motesharei
Sina Motesharei
14:09 14 Nov 18
I know Viral for 8 years in which he has advised me on financial transactions, insurance matters and made several mortgage applications all successful due to his experience and invaluable adviceViral and his team are professional, fantastic communicators and a pleasure to work withI would not contemplate making a financial decision without Viral’s adviceHighly recommendedAndiCovaci
MrAndicovaci
MrAndicovaci
16:14 03 Nov 18
Great Service, Thanks Viral
Dai Rose
Dai Rose
13:02 31 Aug 18
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Google Rating
5.0
Based on 34 reviews
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