senior financial adviser
T: 01420 83517
Branimir’s particular expertise lies in pension and retirement planning, investments, inheritance tax and long term care planning, trustee investments and financial planning for small-to medium sized businesses.
With nearly 25 years’ experience, Branimir entered financial services in 1997, having previously had a career as an engineering manager with British Gas. He initially worked as a consultant at United Friendly Financial Planning Ltd, then with Friends Provident, where he specialised in inheritance tax and retirement planning, achieving a number of significant awards in the process. He co-founded Custodian Wealth Management in 2004.
Diploma in Regulated Financial Planning (DipPFS)