Curzon Wealth Management Ltd

Curzon Wealth Management Ltd Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Curzon Wealth Management Ltd, Financial planner, 4 Commercial Street, Ogmore Vale.

Based on core values of excellence, of service and above all integrity, we will provide you with the wealth management solutions tailored to you to satisfy your needs both now and in the future.

Increasing hopes that a deal between the US and Iran might finally be reached and continued AI optimism helped push US m...
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.

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns i...
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...

What happens to a business when a key person can’t work? In this article, Richard Murray of business consultancy Elephan...
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...

This week (18 to 24 May) marks Dementia Action Week, an annual awareness campaign led by the charity Alzheimer’s Society...
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.

UK government bond yields continued rising last week, as UK government leadership challenges and international questions...
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.

Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continue...
14/05/2026

Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil. These are the findings of St. James's Place’s fifth Financial Health Report, published today, 13 May.



Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil. These are the findings of St. James's Place’s fifth Financial Health Report, published today, 14 May.

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Star...
12/05/2026

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.



Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.

As the new tax year (2026/27) begins, we explore opportunities for people at different stages of life, from early career...
30/04/2026

As the new tax year (2026/27) begins, we explore opportunities for people at different stages of life, from early career through to retirement.

https://www.curzonwm.com/article/detail/sjpp/new-tax-year-maximising-opportunities-at-every-life-stage.html?partner=matthewcurzon

Household finances continue to be squeezed in 2026. With income tax thresholds frozen until at least 2031, more taxpayers are being pulled into higher tax bands. Plus, years of high inflation have compounded the problem as rising prices mean less disposable income.

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets...
28/04/2026

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets.

https://www.curzonwm.com/article/detail/sjpp/weekwatch-27-04-2026.html?partner=matthewcurzon

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets. The S&P 500 and Nasdaq Composite indices rose to new highs. Almost one third of companies in the S&P 500 have so far reported first quarter earnings, with the proportion reportin...

In an ideal world, business partners would reach retirement readiness at the same time, exit together, and move on with ...
23/04/2026

In an ideal world, business partners would reach retirement readiness at the same time, exit together, and move on with perfect symmetry. In Elephant’s Child’s experience, that rarely happens.



In an ideal world, business partners would reach retirement readiness at the same time, exit together, and move on with perfect symmetry. In Elephant’s Child’s experience, that rarely happens. Misaligned retirement plans are far more common than most business owners realise. But there are ways t...

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4 Commercial Street
Ogmore Vale
CF327BL

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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