Welcome
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.
Financial advisers dedicated to you
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. Whatever your circumstances, we are here to help.
How we can help A few of the services we offer
From offering mortgage advice to helping you build your investment portfolio, we cover a range of services to help you achieve your goals. To view our full list of services, click here.
Mortgages
Mortgage advice
Curo Mortgages are able to offer you advice and solutions from the whole of the market. This means that, unlike the banks, online internet sites and a lot of other mortgage brokers who work off a panel of lenders, we can research all the mortgages that are available.
Lifestyle style 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. Products to consider for this area of your financial planning may well include:
Investments
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. All of our solutions are designed to help deliver the optimum financial benefits for you and your family.
Inheritance Tax Planning
Protecting your wealth for future generations and mitigating future potential tax liabilities requires specialist financial advice in what is a complex but vital aspect of good financial planning. We work with specialist partners to provide you with the added security and confidence that your affairs are well looked after.
Retirement Planning
Planning for your future retirement and managing the period of retirement has become increasingly important as the reliance on future state pension provision has become so much more uncertain. With increasing good health in our mature years, the longevity of retirement means there is now even greater pressure to ensure that there is a long-term income stream available to help you enjoy this life stage. The retirement planning market has evolved quite significantly over the past few years to cater for this and there is an ever-expanding range of sophisticated and complex financial solutions to consider.
Independent financial advisers
As independent financial advisers, we are constantly reviewing all the investment propositions within this very busy market place. We have completed our annual due diligence report and are still happy to recommend True Potential investments as our investment partner. Their Wealth Platform offers a wide range of investment options to meet our clients’ needs. You can invest capital within innovative risk-based strategy funds from world-class investment managers, and our own Wealth Strategy Fund Range and Managed Portfolio Series.
Will Writing
As part of complete investment portfolio, it is essential to have a correctly worded will in place. At Curo Wealth we have an in-house Will Writer to provide advice on Wills and Estate Planning.
About UsWhy choose us?
Advanced diversification
Global reach
Sustainable investments
24/7 access to investments
Why CuroObtain above average investment performance
Above average investment performance, sounds easy right? If it was then I doubt our business would exist. Most of our clients start a relations with us to review their existing investments or pensions. We have found that 88% of these clients were in underperforming investments or underperforming pension funds and they were not invested within the clients risk tolerance. In addition to this we often find that the charging structs to be more expensive than investment solutions available on the market today.
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.
Your investments at your fingertips
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