Curzon Wealth Management Ltd

25/06/2026

On 23 June 2016 the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48%.

https://www.curzonwm.com/article/detail/sjpp/brexit-a-decade-in-charts-how-has-the-uk-fared.html?partner=matthewcurzon

On 23 June 2016 the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48%. The UK had been a member state of the EU since 1973 and the outcome of the vote – and the decision to abide by what was a legally non-binding referendum – caused widespread anger among ‘...

23/06/2026

🎉 Huge Congratulations to Liam Williams on his 1-Year Work Anniversary at Curzon Wealth Management! 🎉

What a fantastic milestone! Over the past year, Liam has settled into his role as a Practice Support Specialist brilliantly, becoming a valued member of the team through his dedication, professionalism, and positive attitude.

Now embarking on the next stage of his career as a Trainee Paraplanner, Liam continues to demonstrate an impressive commitment to learning and development. His drive to constantly improve, expand his knowledge, and be the very best he can be is a credit to him.

We're excited to see what the future holds and look forward to supporting him on his journey. Congratulations on your first year, Liam, and here's to many more successes ahead! 👏🎊🚀

18/06/2026

Nobody knows your business and its culture better than your own employees. Could selling it to them be an effective way for you to exit your business? Our article explains more.

https://www.curzonwm.com/article/detail/sjpp/employee-ownership-pros-and-cons-of-selling-your-company-to-your-staff.html?partner=matthewcurzon

The last five years has seen a rapid increase in the number of employee-owned businesses in the UK, with 30% year on year growth, according to the Employee Ownership Association (EOA). The number of employee-owned businesses was 650 in 2020, by the end of 2025 this had soared to around 2,800.1

16/06/2026

The US and Iran have agreed on a framework peace agreement, announced late on Sunday and due to be signed later this week. The memorandum of understanding, which sent markets soaring on Monday morning, should see the immediate toll-free opening of the Strait of Hormuz.

https://www.curzonwm.com/article/detail/sjpp/weekwatch-15-06-2026.html?partner=matthewcurzon

The US and Iran have agreed on a framework peace agreement, announced late on Sunday and due to be signed later this week. The memorandum of understanding, which sent markets soaring on Monday morning, should see the immediate toll-free opening of the Strait of Hormuz.

12/06/2026

Last week, we came together for our monthly adviser meeting to share ideas, discuss industry developments, review best practices, and identify ways we can continue to improve the service we provide.

By working collaboratively, challenging ourselves to be better, and learning from one another, we strengthen our ability to help clients build, grow, and protect what matters most to them and their families.

Continuous improvement, teamwork, and putting our clients at the heart of everything we do remain key priorities as we strive to deliver the highest standards of financial advice.

02/06/2026

Increasing hopes that a deal between the US and Iran might finally be reached and continued AI optimism helped push US markets to new highs last week.

S&P registers double digit returns Increasing hopes that a deal between the US and Iran might finally be reached and continued AI optimism helped push US markets to new highs last week.

28/05/2026

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. These are all factors driving fears that younger generations will face a tougher financial future.

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. Thes...

26/05/2026

What happens to a business when a key person can’t work? In this article, Richard Murray of business consultancy Elephant’s Child shares a personal experience that highlights why key person and critical illness cover matters for business owners — not just financially, but operationally and emotionally too.

What happens to a business when a key person can’t work? In this article, Richard Murray of business consultancy Elephant’s Child shares a personal experience that highlights why key person and critical illness cover matters for business owners — not just financially, but operationally and emo...

21/05/2026

This week (18 to 24 May) marks Dementia Action Week, an annual awareness campaign led by the charity Alzheimer’s Society, which aims to bring people and organisations together to act on dementia.

https://www.curzonwm.com/article/detail/sjpp/denebtua-action-week-shoring-up-the-future-with-a-lasting-power-of-attorney.html?partner=matthewcurzon

There are almost one million people in the UK living with dementia, although one in three don’t have a formal diagnosis, according to Alzheimer’s Society. And the number is expected to soar to 1.4 million by 20402.

20/05/2026

UK government bond yields continued rising last week, as UK government leadership challenges and international questions increasingly weighed on investor minds.

UK government bond yields continued rising last week, as UK government leadership challenges and international questions increasingly weighed on investor minds.