Independent financial advisers dedicated to you
99% of our new business comes from our existing clients or by referrals made by our clients. We cannot compete with the marketing budget of a multi-national organisation and we do not attempt to do this. Our business has been built organically based on the trust and relationships we have with our clients.
Our experienced dedicated advisers will help you achieve the maximum return with the lowest possible risk on your investments.
We help our clients with their personal aspirations, whether it’s saving for retirement or a once in a lifetime trip. By maximising tax efficient investment planning, we can ensure that you are aware of all the HMRC approved investments.
All our investment decisions are outsourced to Discretionary Fund Management (DFM) providers and only use Defaqto 5 star providers. There are over 108 DFM services in the UK and it is our role to continually monitor and evaluate the marketplace to attain the best deal. We have a commitment to our clients to deliver excellent performance at the lowest possible price, reflecting our core principle of independence. The only remuneration we receive is from our clients, meaning they are always at the forefront of our business.
Our approach
We believe that building strong relationships with all of our clients in order to gain a true understanding of your financial needs is the key to success. By working together and providing the highest quality service, we can guarantee that your money is working as hard as possible to secure long-term wealth and security for you and your family.
We aim to provide:
Personal, friendly & professional service
Our friendly staff care about your investments just as much as you do. They are personable, extremely knowledgeable and are always on hand to offer their expert advice.
Every step of the process explained
We don’t hide anything from our clients and promise to provide complete transparency at every step. We’ll help you understand where your money is best placed and give you access to your portfolio at all times.
Expert knowledge & awareness
Everyone at Curo Wealth is highly experienced and knowledgeable in every aspect of the market. Free of the restrictions that Banks or Building Societies may face, we offer a unique service that ensures you get the most out of your existing and new investments.
We aim to earn the trust and respect of our clients through expert knowledge and awareness of industry developments.
CURO ADVISORS Meet our team
Ashley Jones CCBI PFA
Managing PartnerI have over 28 years experience within the financial services industry, I have been an independent financial adviser for the last 18 years. As the founder and managing Partner of Curo Wealth it is most important to me to ensure that all our clients expectations are achieved by our advisers and that we build a long-term trusted relationship. 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.
Zakia Ryan-Jones
Equity PartnerI joined Curo Wealth Management in 2021. I was instrumental in setting up the business with Ashley but continued to pursue my career as a qualified Intellectual Property Paralegal, specialising in the professional management of Intellectual Patent Portfolios. As a consultant I worked for Blue-Chip and FTSE 100 companies for 25 years. With Curo expanding I decided it was the right time to join the business and re-enter the Financial Services industry.
Paul Matthews CCBI PFA
Independent Financial Adviser / Equity PartnerI joined Curo in 2013 as an Independent Financial Adviser/Financial Planner and Senior Mortgage Consultant. With 30 years in the Financial Services Industry, having worked for Barclays Wealth and Cooperative Bank Group. Fully qualified to advise on all aspects of a financial nature, specialising in Investments, Pensions, Mortgages, Life and Health insurance. Being Independent means that I am working solely for your benefit. I listen and explore what it is you are trying to achieve. I ensure that each client becomes a valued part of Curo with the aim of receiving advice for many years.
Mike Roberts CeMAP
Head Of Mortgages / Senior Mortgage AdviserI joined Curo in 2016, having worked in Financial Services since 2000. My diverse skill set started within the Adverse Loan Market and then Insurance and Protection. I moved to Curo to assist setting up and managing the Mortgage Department. I have knowledge across all mortgage areas, specialising in Government Schemes, Buy to Let lending and Adverse Credit mortgages, this enables me to help customers in all circumstances. I pride myself on taking the stress out of getting a mortgage by giving high level service from start to finish.
Simon Ross
Senior Mortgage AdviserI joined Curo in 2017, having worked in Financial Services for over 25 years. I enjoy the satisfaction of helping people to buy their homes and making their first steps into property ownership. I specialise in the field of property finance from first time buyer shared ownership schemes to multi million commercial ventures. All are given the same attention and expertise. It is very rewarding to get thanks from so many satisfied clients who come back time after time to me for their home moves.
Will Bowler CeMAP
Senior Mortgage AdviserI joined Curo in 2017 as a Senior Mortgage Adviser to provide specialist advise on both residential and buy to let mortgages. I have worked in the Financial Services sector since 2005 having completed my CeMAP qualification. I have gained a wealth of knowledge around both mortgages and insurance products having worked for several Banks and Brokerages. I am a member of the NACFB which now allows me to access to an even further range of products such as bridging, development finance and commercial loans.
Paul Brooks
ParaplannerTen years ago, I joined Curo Wealth as a Paraplanner. I have been in Financial Services for over 30 years, gaining experience working for Prudential, Barclays and Lloyds. I provide valuable back-office support to the Advisors especially for the Managing Partner Ashley. This enables them to have timely information, research and reports at their fingertips, leaving them more time to spend with clients. My work is varied as it also includes managing many office functions including maintaining and updating client files, telesales and preparing reports and recommendations.
Colin Drury
Will WriterI joined Curo Wealth in 2020 to provide an in-house Will Writing and Estate Planning service. I specialise in Business Wills and have built an enviable reputation as a Will Writer and Estate Planner. I’m also a Senior Protection Advisor with Curo, specialising in both personal and corporate protection. My career in Financial Services began in 1985, I spent 20 years within the mortgage market and gained my CeMap qualifications. It was working in Inheritance Tax Planning, which led to a career as a Will Writer and Estate Planner. I am member of the Society of Will Writers.
Sophie Pipe
Mortgage & Compliance Senior AdministratorI joined Curo in 2017 as a Mortgage and Compliance Administrator. My journey in Financial Services started in 2008 as a Financial Administrator within a small firm. Over the years I have gained huge amounts of knowledge for compliance in the insurance and mortgage industry. I work closely with the Managing Partner and the team to ensure all mortgage and insurance cases are completed appropriately and to high standard adhering to our compliance guidelines and FCA regulations.
Ashley Jones CCBI PFA
Managing PartnerI have over 28 years experience within the financial services industry, I have been an independent financial adviser for the last 18 years. As the founder and managing Partner of Curo Wealth it is most important to me to ensure that all our clients expectations are achieved by our advisers and that we build a long-term trusted relationship. 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.
Zakia Ryan-Jones
Equity PartnerI joined Curo Wealth Management in 2021. I was instrumental in setting up the business with Ashley but continued to pursue my career as a qualified Intellectual Property Paralegal, specialising in the professional management of Intellectual Patent Portfolios. As a consultant I worked for Blue-Chip and FTSE 100 companies for 25 years. With Curo expanding I decided it was the right time to join the business and re-enter the Financial Services industry.
Paul Matthews CCBI PFA
Independent Financial Adviser / Equity PartnerI joined Curo in 2013 as an Independent Financial Adviser/Financial Planner and Senior Mortgage Consultant. With 30 years in the Financial Services Industry, having worked for Barclays Wealth and Cooperative Bank Group. Fully qualified to advise on all aspects of a financial nature, specialising in Investments, Pensions, Mortgages, Life and Health insurance. Being Independent means that I am working solely for your benefit. I listen and explore what it is you are trying to achieve. I ensure that each client becomes a valued part of Curo with the aim of receiving advice for many years.
Mike Roberts CeMAP
Head Of Mortgages / Senior Mortgage AdviserI joined Curo in 2016, having worked in Financial Services since 2000. My diverse skill set started within the Adverse Loan Market and then Insurance and Protection. I moved to Curo to assist setting up and managing the Mortgage Department. I have knowledge across all mortgage areas, specialising in Government Schemes, Buy to Let lending and Adverse Credit mortgages, this enables me to help customers in all circumstances. I pride myself on taking the stress out of getting a mortgage by giving high level service from start to finish.
Simon Ross
Senior Mortgage AdviserI joined Curo in 2017, having worked in Financial Services for over 25 years. I enjoy the satisfaction of helping people to buy their homes and making their first steps into property ownership. I specialise in the field of property finance from first time buyer shared ownership schemes to multi million commercial ventures. All are given the same attention and expertise. It is very rewarding to get thanks from so many satisfied clients who come back time after time to me for their home moves.
Will Bowler CeMAP
Senior Mortgage AdviserI joined Curo in 2017 as a Senior Mortgage Adviser to provide specialist advise on both residential and buy to let mortgages. I have worked in the Financial Services sector since 2005 having completed my CeMAP qualification. I have gained a wealth of knowledge around both mortgages and insurance products having worked for several Banks and Brokerages. I am a member of the NACFB which now allows me to access to an even further range of products such as bridging, development finance and commercial loans.
Paul Brooks
ParaplannerTen years ago, I joined Curo Wealth as a Paraplanner. I have been in Financial Services for over 30 years, gaining experience working for Prudential, Barclays and Lloyds. I provide valuable back-office support to the Advisors especially for the Managing Partner Ashley. This enables them to have timely information, research and reports at their fingertips, leaving them more time to spend with clients. My work is varied as it also includes managing many office functions including maintaining and updating client files, telesales and preparing reports and recommendations.
Colin Drury
Will WriterI joined Curo Wealth in 2020 to provide an in-house Will Writing and Estate Planning service. I specialise in Business Wills and have built an enviable reputation as a Will Writer and Estate Planner. I’m also a Senior Protection Advisor with Curo, specialising in both personal and corporate protection. My career in Financial Services began in 1985, I spent 20 years within the mortgage market and gained my CeMap qualifications. It was working in Inheritance Tax Planning, which led to a career as a Will Writer and Estate Planner. I am member of the Society of Will Writers.
Sophie Pipe
Mortgage & Compliance Senior AdministratorI joined Curo in 2017 as a Mortgage and Compliance Administrator. My journey in Financial Services started in 2008 as a Financial Administrator within a small firm. Over the years I have gained huge amounts of knowledge for compliance in the insurance and mortgage industry. I work closely with the Managing Partner and the team to ensure all mortgage and insurance cases are completed appropriately and to high standard adhering to our compliance guidelines and FCA regulations.
Mike has been a fantastic help to us with our mortgage and life insurance over the last few years and we wouldn’t hesitate to recommend the Curo Wealth team.
I have used Ashley & Curo Wealth as my independent financial advisor for many years. I appreciate the personal service, tax planning advice & above all their knowledge of all areas of financial planning.
My financial questions are always answered in an easy-to-understand manner. There has always been a relaxed yet professional relationship.
