Managing your finances can prove to be time consuming and complex with many choices on offer. You may already have your finances in place but feel they are not meeting your expectations, or perhaps you are seeking expert advice from professionals who will create a bespoke portfolio for you.
We pride ourselves on our independent status, a key foundation of our business model. It ensures that we can advise our clients on products from across the entire marketplace, meeting your needs with the best that the market has to offer. We believe that success depends on two things – building strong, long-lasting relationships with our clients; and fully understanding every aspect of your financial needs, so we can meet and exceed your aspirations.
We aim to:
We provide a wide array of specialized advisory and strategic services for our clients.
All CURO advisers hold the required professional qualifications.
44% of those with children aged 18 or under, and/or who are married and in a long-term relationship, don’t have any form of life insurance
Over 66% of all CI claims are for cancer
50% of people have a mortgage with no associated life cover
34% of Britons have saved nothing for retirement in 2016 – pension
Ashley has worked closely with us over the last 4 months in assisting us set up life insurance and pension schemes. Through every step of the way he made the process straight forward and easily understandable which was important to us as we had little experience or knowledge in this field. His experience helped us find the right policies and schemes to meet our requirements and I have no hesitation in recommending Ashley’s services to others.
Paul has been our financial Adviser for over 10 years. We have always found him to be very trustworthy and very reliable. During this time Paul, has advised us on many financial matters and we have always been very pleased with the advice and service that Paul has provided. Paul always talk to us in a language we understand and avoids Jargon. We would recommend Paul, and have done on many occasions to our friends and family.
I have known Ashley for many years both as my IFA and socially. He is very approachable, knowledgeable and always ensures he advises on what product is best for you overall of the market. Ashley is a thoroughly professional person with impeccable integrity and a meticulous approach to his client’s affairs. I have used him on several occasions and would highly recommend him.
Ashley has always provided me with sound and valuable financial advice, he has recommended and arranged various mortgage deals over the years which have proved to be extremely cost effective, Ashley takes the hassle out of the process, he has arranged all my life assurance policies & Pensions and has given his good advice and service to our employees, colleagues, friends and family.
I have always found Curo and in particular Ashley Jones to be approachable and quick to respond to our needs…
I have over 20 years experience within the financial services industry and have been an independent financial adviser for the last 11 years. As the managing Partner of Curo Wealth it is important to ensure that all client expectations are achieved regardless of the appointed adviser and that our message of building a long term trusted relationship with our clients is maintained. The client proposition is one of partnership and I am extremely proud of the excellent reputation that we have gained through our hard work and dedication to providing a premium quality client experience.
Ashley Jones
Managing Partner
Curo Wealth
Email Ashley
Office 01604 269979
Paul entered the Financial Services profession back in 1996. During this time he has held many roles within large corporate environments ranging from a Tied adviser to Multi-tied adviser and to more recently that of a whole of Market Independent Financial Adviser here at Curo Wealth Management.
Paul prides himself on his truly client focused approach in order to ensure that each “individual” client is provided with truly “independent” advice in both a “professional” yet friendly manner that focuses solely on each client’s specific circumstances and needs.
By working closely with each client, Paul’s professionalism and attention to detail will ensure that the initial meeting is quite simply that of the first part of a long and trusted relationship that endeavours not only to meet but to exceed the expectations of the client at all times.
Paul Matthews
Independent Financial Adviser
Curo Wealth Management
Email Paul
Office 01604 269979
