CURO – About Us
Curo Wealth – Independent Financial Advisers dedicated to you and your business
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.
Our Approach
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:
• Provide a personal, friendly and professional service
• Exceed client expectations
• Use language that you will understand
• Earn the trust and respect of our clients through expert knowledge and awareness of industry developments
• To be your trusted advisers.
Meet Our Team
We provide a wide array of specialized advisory and strategic services for our clients. All CURO advisers hold the required professional qualifications.
Ashley Jones
Managing Partner
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.
Office 01604 269979
Paul Matthews
Independent Financial Adviser
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.
Office 01604 269979
William Bowler
Senior Mortgage Advsier
I have been in the financial services sector for 12 years have gained a wealth of knowledge around both mortgages and insurance products. To arrange your mortgage you can choose to visit me at my office or should it be more convenient home and office visits can be arranged or even do the whole process over the phone.
At Curo we are directly authorised by the FCA, this means we can offer a fully independent service to our clients rather than one restricted by the demands of a network. Whether you are a first time buyer, experienced home mover or landlord I can guide you through the process. I can also arrange remortgages, capital raising and dealing with more sophisticated clients with multiple properties. I also advise on bridging, development and commercial finance too.
Office 01604 419220
A Few Of The Services We Offer
Lifestyle Protection
We can provide you with expert advice on the most effective means of protecting your financial future and the long-term wellbeing of your family should any difficult circumstances arise.
Investments
The art of sound investment planning sits at the heart of helping you to reach your key financial objectives. Our dedicated risk profiling system and model portfolio investment solutions will enable your adviser to develop with you a range of strategies designed to match your short, medium and longer term financial goals.
Mortgages
Mortgages
Here at Curo Mortgages we have access to the whole of the market and with that comes the choice of the ‘best’ schemes available for purchase, re mortgage and ‘buy to let’ whatever your personal circumstances.
Address
Preston Lodge Court, Preston Deanery, Northampton, NN7 2DS
Info@curowealth.com
Curo Wealth is a trading style of Curo Holdings Limited Liability Partnership which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, number OC398378. It is entered on the FCA register (www.fca.org.uk) under reference 708527