Curzon Wealth Management Ltd
Financial Services - Ogmore Vale, Wales, United Kingdom
Curzon Wealth Management Ltd Employees
Curzon Wealth Management Ltd Details
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.
