CURZON WEALTH MANAGEMENT

• 65110 - Life insurance

Curzon Wealth Management became a Senior Partner Practice of the prestigious St. James's Place after our Managing Director decided to leave one of the country's largest private banks and form his own Practice. From humble beginnings as a one-person Practice we have grown to a Practice of five financial advisers and three 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 50 years of combined industry experience, we are certain that working together we can help achieve your goals... We provide a wide range of services..

Also known as: CURZON WEALTH MANAGEMENT LIMITED, Curzon Wealth Management Ltd

Registration numbers: 08561105 (CH)

Primary location: Bridgend United Kingdom