About us

Curzon Wealth Management became a Senior Partner Practice of the prestigious St. James's Place Wealth Management 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.

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Testimonials

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Matthew Curzon clearly makes a real effort to do his best with the money, to keep appointments and to be helpful generally.
Private client

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Curzon Wealth Management Ltd is registered in England and Wales, Number 08561105. Registered Office: 1 Nant-y-coed Close, Heol-Y-Cyw, Bridgend, Mid Glamorgan, CF35 6HX.