Business Details
Independent Financial Advisers in Northampton
Curo Wealth is an independent financial advisory firm dedicated to building long-term relationships with clients while comprehensively understanding their financial needs. Our independent status allows us to provide whole-of-market solutions, ensuring clients receive tailored advice aligned with their aspirations. With expertise in mortgages, investments, inheritance tax planning, and retirement strategies, we combine advanced diversification through global partners like True Potential, offering 24/7 portfolio access via our app.Our team prioritises transparency, client-centric service, and sustainable investment options, supported by rigorous due diligence and partnerships with industry leaders. We aim to exceed expectations by addressing both immediate financial concerns and long-term goals.
Services
Mortgage Advice
Investment Planning
Inheritance Tax Strategies
Retirement Solutions
Life Protection
Will Writing
Portfolio Management
Highlights and features
- We offer 24/7 access to investment portfolios via our mobile app.
- Our team partners with global investment experts managing 200,000+ holdings.
- We provide sustainable investment options with UNPRI-compliant managers.
- Our risk profiling system creates strategies for short and long-term goals.
- We review all market propositions annually to ensure optimal solutions.
Associations and certifications
- Financial Conduct Authority
What people say
Fantastic help
Personal service
Tax planning expertise
Easy-to-understand advice
Above average performance
Services
Mortgage Advice
Our mortgage specialists provide whole-of-market advice, accessing all available lenders to find tailored solutions. Unlike restricted brokers, we compare every option to secure competitive rates and terms suited to individual circumstances. With expertise in first-time purchases, remortgaging, and buy-to-let, we simplify the process while ensuring long-term affordability.
Investment Planning
Using advanced risk profiling, we create diversified portfolios aligned with client goals and risk tolerance. Our partnership with True Potential provides access to 200,000+ global holdings and managed funds. Clients benefit from 24/7 portfolio tracking via our app, with regular reviews to adapt strategies as markets and personal circumstances evolve.
Retirement Planning
We develop comprehensive retirement strategies addressing income sustainability and longevity risks. Services include pension consolidation, drawdown planning, and tax-efficient withdrawals. Our approach considers state pension uncertainties and leverages innovative financial products to ensure clients maintain their desired lifestyle throughout retirement.
Inheritance Tax Planning
Our specialists design tax-efficient solutions to preserve wealth for future generations. Services include trust structures, lifetime gifting strategies, and business property relief options. We collaborate with legal experts to ensure compliance while maximising asset retention, providing peace of mind through complex regulatory environments.
Life Protection
We assess individual needs to recommend appropriate life cover, critical illness, and income protection policies. Our advice ensures families remain financially secure against unforeseen events. Policies are reviewed periodically to maintain alignment with changing personal circumstances and financial commitments.
People
Ashley Jones
Managing Partner
With over 15 years' experience, Ashley leads our financial advisory team, specialising in holistic wealth management. He focuses on building long-term client relationships and delivering tailored investment strategies.
Courtney Lawes
Senior Financial Adviser
Courtney provides expert tax planning advice and manages complex financial portfolios. Her client-centred approach ensures clear communication and strategies aligned with individual aspirations and risk profiles.
Questions
What areas do you cover?
We primarily serve clients in Northampton and surrounding regions, with digital services available nationwide through our mobile app.
How do I access my investments?
Download the Curo Wealth app for 24/7 portfolio access, allowing real-time tracking and management from your smartphone.
Are you regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority under reference 708527.
What investment options are available?
Through True Potential, we offer 200,000+ global holdings, risk-based funds, and sustainable investment options with UNPRI-compliant managers.
How are fees structured?
Our transparent charging structure avoids hidden costs, with fees tailored to the complexity of services provided and investment solutions used.
Do you offer mortgage advice?
Yes, our whole-of-market mortgage service compares all available lenders to find competitive, personalised home loan solutions.
