Curzon Wealth Management is a Senior Partner Practice of the prestigious
St. James's Place Wealth Management. From humble beginnings as a one-person practice we have grown to a Practice of 5 skilled and committed Financial Advisers, an in house Paraplanner and 7 administration staff. We specialise in many different areas of financial planning and can help both personal and corporate clients to meet their objectives.
Based on core values of excellence, of service and above all integrity, we will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future. We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you, and with over 142 years of combined industry experience, we are certain that working together we can help achieve your goals.
Here at Curzon Wealth Management, we are very passionate about the environment and climate change. Our aim is for the Practice to become Wales's first Carbon Neutral Practice.
Curzon Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 06/01/2025
Company Details
- Employees
- 5
- Founded
- -
- Address
- 4 Commercial Street, Ogmore Vale,wales Cf32 7bl,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Wealth protection, Financial life planning, Retirement planning, Investment planning, Business Investment Planning, Business Protection Planning.
- HQ
- Ogmore Vale, Wales
- Competitors
- Welsh Sports Association, Insight Financial Associates, Sport Wales, Principality Building Society, Singer Capital Markets, HawkinsThomas Wealth, Senior Partner Practice of St. James's Place Wealth Management, Domino’s Pizza UK & Ireland Ltd, Curzon Uranium Ltd., Novus - Emerging Professionals of the Cardiff Chartered Insurance Institute, DWA Accountants.
Curzon Wealth Management Ltd Questions
Curzon Wealth Management Ltd's website is https://sjpp.co.uk/matthewcurzon/
Curzon Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/curzon-wealth-management-ltd
Curzon Wealth Management Ltd has
5 employees.
View email and phone details for 5
employees at Curzon Wealth Management Ltd.
Curzon Wealth Management Ltd's industry is
Financial Services
Curzon Wealth Management Ltd's top competitors are
Welsh Sports Association,
Insight Financial Associates,
Sport Wales,
Principality Building Society,
Singer Capital Markets,
Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Management,
Domino’s Pizza Uk & Ireland Ltd,
Curzon Uranium Ltd.,
Novus - Emerging Professionals Of The Cardiff Chartered Insurance Institute,
Dwa Accountants.
Curzon Wealth Management Ltd's categories are Financial Services
Curzon Wealth Management Ltd's founding year is 2012
