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Curzon Wealth Management

I help businesses, individuals and their families by providing them with highly personalised face-to-face financial advice. Ranging from investment and pension advice to tax-planning, business and family protection, I spend a huge amount of time finding out what’s important to you so that everything is tailored to your individual circumstances. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products On top of that, you’ll also receive exclusive access to the St James Place investment management approach which offers direct access to many of the worlds leading fund managers who are normally unavailable to retail investors. As a commitment to building and maintaining long-term relationships with you, we’lI get together for regular reviews, so that as your circumstances change, as invariably they will, I’m there to help guide you along the way.