Curzon Wealth Management Ltd

Curzon Wealth Management Ltd

Financial-Services

Ogmore Vale, Wales
Company Tagline

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Industry Category
Financial-Services
Company Description

Curzon Wealth Management Ltd is a leading financial services firm dedicated to helping clients build, grow, protect, and preserve their wealth. With a strong foundation and a commitment to excellence, Curzon Wealth Management provides comprehensive wealth management solutions tailored to meet the unique financial ideals of each client. The firm's approach is rooted in core values of service and integrity, ensuring clients receive the highest standard of care.

Located at 4 Commercial Street, Ogmore Vale, Wales CF32 7BL, GB, Curzon Wealth Management Ltd specializes in various areas of financial planning, assisting both personal and corporate clients in achieving their objectives. With a team of skilled Financial Advisers and dedicated support staff, Curzon Wealth Management combines extensive industry experience with a passion for creating personalized strategies. The firm is also committed to environmental responsibility, striving to become Wales's first Carbon Neutral Practice.

Curzon Wealth Management Ltd aims to provide the wealth management solutions clients need to satisfy their needs both now and in the future. The firm continually enhances its services to align with evolving client needs and market dynamics. We invite the manager of Curzon Wealth Management Ltd to create a customized and exclusive company showcase and product listing on our platform, further enhancing their market presence. Curzon Wealth Management Ltd looks forward to continued success and growth in the financial services industry.

Key Personnel / Employees
Liam Williams Ryan Finnegan DipPFS Douglas Jones Dip PFS Rhys Hughes DipFA

Compare Companies Side by Side

Compare Curzon Wealth Management Ltd with 3 companies in Financial-Services

4 Companies
Comparison Field
Curzon Wealth Management Ltd
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Founded Year
2016 2015 2011
Company Size
2-10 11-50 51-200
City
Ogmore Vale, Wales Billericay, Essex
Country
United Kingdom
Skills & Keywords Comparing with main company
12 Total Skills
Wealth Management Financial Planning Investment Planning Retirement Planning Wealth Protection Financial Services Business Protection Planning Investment planning Retirement planning Business Investment Planning Financial life planning Wealth protection
3 Total 1 Common 2 Unique
Match 8%
Common Skills:
Wealth Protection
Unique Skills:
Business Investment & Protection Financial Life planning
9 Total 9 Unique
Unique Skills:
Banking & mortgages Corporate services Financial planning Intergenerational wealth management Portfolio management Protection planning +3
14 Total 14 Unique
Unique Skills:
Digital wealth management Discretionary Investment Management ESG investing Ethical investment Financial planners Financial planning +8
4
Total Companies
2011
Oldest Founded
1
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

Curzon Wealth Management Ltd 柯曾财富管理有限公司 कर्ज़न वेल्थ मैनेजमेंट लिमिटेड شركة كرزون لإدارة الثروات المحدودة Керзон Велс Менеджмент Лтд