Curzon Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“Matthew Curzon clearly makes a real effort to do his best with the money, to keep appointments and to be helpful generally.”
“We have found Matt to be extremely personable and professional. He has taken time to find out our specific needs and requirements and found products that fit them well. He has explained everything clearly, using specific terms for my husband who has worked in the finance business and much easier terms for myself as it is all quite new to me. He has been very patient when I ask what might be termed as "silly questions". He has always made appointments that suit us and phoned to check that all was well before arriving. We have been thoroughly satisfied with the service he provides and trust him fully to manage our finances.”
“Matthew is a hard-working, pragmatic and well-informed professional, for whom I have a high regard; not least since he is not pushy but takes a real interest in my needs in terms of financial planning. He is pleasant to deal with and an efficient administrator, with an excellent understanding of the financial markets. I recommend him very highly.”
“A very pleasant young family professional.”
“Over the last three years Matthew has managed our main of investment portfolio. In this time we have seen good growth and have also received excellent advice on inheritance tax together with other relevant financial advice as and when needed. We would have no hesitation in recommending Matthew to other prospective clients.”
Mr & Mrs Jones
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.