Custodia Financial Services - Harrow

Custodia Financial Services, located at Business Centre, 429-433 Pinner Rd, North Harrow, Harrow HA1 4HN, United Kingdom, is a renowned financial services provider that specializes in financial planning, investment services, life insurance agency, and mortgage brokerage. With a phone number of 2030035161 and a user-friendly website at custodiafs.co.uk, this company has made it easy for clients to access their services.

One of the key features of Custodia Financial Services is their personalized approach to financial planning. They take the time to understand each client's unique financial goals and develop a customized plan to help them achieve those objectives. Their team of experienced financial planners uses the latest tools and techniques to provide sound investment advice and ensure that their clients' financial portfolios are well-diversified and aligned with their risk tolerance.

In addition to their financial planning services, Custodia Financial Services also offers a range of investment services. They provide access to a wide variety of investment products, including stocks, bonds, mutual funds, and ETFs, and work closely with their clients to develop an investment strategy that meets their specific needs and goals. Whether clients are looking to grow their wealth, generate income, or preserve capital, Custodia Financial Services has the expertise and resources to help them achieve their investment objectives.

As a life insurance agency, Custodia Financial Services offers a range of life insurance products to help clients protect their families and loved ones. They provide term life, whole life, and universal life insurance policies, and work with their clients to determine the right amount of coverage to meet their needs. Their team of insurance professionals is dedicated to providing personalized service and ensuring that their clients have the coverage they need to provide for their families in the event of an untimely death.

Custodia Financial Services is also a mortgage broker, and they work with a network of lenders to provide their clients with access to a wide variety of mortgage products. Whether clients are looking to purchase a new home, refinance an existing mortgage, or access equity in their home, Custodia Financial Services can help them find the right mortgage product to meet their needs. Their team of mortgage professionals is dedicated to providing personalized service and ensuring that their clients get the best possible mortgage rate and terms.

Custodia Financial Services offers several convenient features for their clients, including online appointments, onsite services, a wheelchair-accessible entrance, and a wheelchair-accessible restroom. They also have a restroom available for clients and require appointments to ensure that they can provide personalized service to each client.

According to Google My Business, Custodia Financial Services has an impressive average opinion of 5/5, based on 43 reviews. This is a testament to the high-quality service and expertise that they provide to their clients.

Reviews of Custodia Financial Services

Roger Bannister

5/5

Viral and his staff provided excellent advice, service and prompt attention to assist me in obtaining Equity Release on my home for ongoing projects. I can thoroughly recommend Custodia Financial Services to any prospective customers.

Mayur Patel

5/5

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.

Kamlesh Lad

5/5

Viral was amazing in explaining the legal aspects of my parents will and give a clear picture of various scenarios and how to deal with. His advice is very impartial and clear. I would definitely recommend him and his team for their services.

Shayda Kashef

5/5

I am a first-time buyer and chose to work with Viral Patel from Custodia Financial Services after a glowing recommendation from my parents. From our initial consultation phone call to moving forward with my mortgage application, Viral has been incredibly responsive, knowledgable and fast-moving. He has always been available to provide clarification or answer any questions, and has clearly had my best interests in mind with every step of the mortgage application process. I will forever be grateful to him and his colleague Laura Jones for streamlining what can be a lengthy and complicated experience. Would recommend!

Kiri Tharan

5/5

The team at Custodia are absolutely brilliant, thoroughly professional in what they do from start to finish. I was fortunate to be introduced and can’t thank them enough for the service they provided in getting the mortgage approved within the allocated time. They kept us informed every step of the way and communicated effectively if they needed to submit more information to the lender. 5 star service from a 5 star team.

Sarah Khaneboubi

5/5

I highly recommend working with Custodia Financial Services. I instructed Viral Patel to help me and my husband remortgage as we were having trouble finding a mortgage adviser able or willing to help as our situation is quite complex. We were extremely lucky to be put into contact with him. Viral Patel and Laura Jones are highly professional, responsive, helpful in so many ways, honest and trustworthy. They are a delight to work with. I will definitely work with them again. Thank you.

Atul Sangani

5/5

I needed some help with a mortgage for my home. Viral guided me through the process along with simple forms. After he evaluated the same and my needs he compared the market and suggested the best deal for me. He organised the whole application process and the whole job was made very simple and efficient with regular follow up by him in the background. I would definitely recommend any of their services as they take the time to understand your needs and throughout the process they make sure you understand the pros and cons of the decisions you are making. I would always want him and Custodia by my side for any financial service and I have no hesitation in recommending him or his firm.

Usha

5/5

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!