Business Details
Independent Financial Advisers in Northampton
Curo Wealth is an independent financial advisory firm dedicated to providing comprehensive financial solutions tailored to individual client needs. Established with a commitment to transparency and client-centric service, we specialise in mortgage advice, investment portfolio management, inheritance tax planning, and retirement strategies. Our independent status allows access to the whole of the market, ensuring unbiased recommendations aligned with client objectives. Partnering with leading investment platforms like True Potential, we offer advanced diversification through 200,000 global holdings and 9,000 investment professionals. Our team of experienced advisers prioritises long-term relationships, combining technical expertise with clear communication to demystify complex financial concepts.Clients benefit from 24/7 digital access to portfolios via our mobile app, alongside traditional face-to-face consultations. Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while focusing on sustainable investment options and innovative risk-based strategies. With a proven track record of identifying underperforming assets in 88% of client reviews, we deliver actionable solutions to enhance financial outcomes. Our in-house will writing service ensures estate planning complements broader investment goals. Headquartered in Northampton, we serve clients nationwide through a combination of local expertise and global market insights.
Services
Mortgage Advice
Investment Management
Inheritance Tax Planning
Retirement Strategies
Will Writing
Life Protection
Portfolio Review
Risk Profiling
Details
- Year established: 2025
Highlights and features
- We offer 24/7 digital portfolio access with personal advisory support
- Our team identifies underperforming investments in 88% of client reviews
- We provide whole-of-market mortgage advice unrestricted by lender panels
- Our risk profiling system creates tailored investment strategies
- We combine local expertise with global investment resources
Associations and certifications
- Financial Conduct Authority
- True Potential Investments
What people say
Fantastic help
Personal service
Tax planning advice
Relaxed yet professional
Investment performance
Services
Mortgage Advice
We provide whole-of-market mortgage advice, accessing all available lenders to find optimal solutions. Unlike restricted brokers, our independent status ensures unbiased recommendations tailored to individual circumstances. Clients receive comprehensive guidance on residential, buy-to-let, and specialist mortgages.
Investment Management
Our risk profiling system creates custom investment strategies using 200,000 global holdings. Clients benefit from diversified portfolios managed through the True Potential platform, with 24/7 digital access and regular performance reviews to ensure alignment with financial goals.
Retirement Planning
We develop long-term income strategies addressing state pension uncertainties and longevity risks. Services include pension consolidation, drawdown planning, and tax-efficient withdrawal strategies to ensure financial security throughout retirement years.
Inheritance Tax Planning
Specialist advice focuses on wealth preservation for future generations. We implement tax mitigation strategies using approved instruments and collaborate with legal experts to ensure comprehensive estate planning aligned with inheritance objectives.
Will Writing
Our in-house will writing service ensures accurate legal documentation to complement financial plans. We help clients establish clear asset distribution frameworks that align with broader inheritance tax and estate management strategies.
People
Ashley Jones
Managing Partner
With extensive experience in financial services, Ashley leads our advisory team. He specialises in mortgage solutions and retirement planning, focusing on building long-term client relationships through transparent, jargon-free advice.
Mike
Financial Adviser
Mike provides expert guidance on mortgages and life insurance products. His client-focused approach ensures clear explanations of complex financial instruments, helping families achieve long-term security through tailored protection strategies.
Questions
What financial services does Curo Wealth offer?
We provide mortgage advice, investment management, inheritance tax planning, retirement strategies, will writing, and portfolio review services.
Are Curo Wealth regulated by the FCA?
Yes, we operate under the authorisation and regulation of the Financial Conduct Authority (reference 708527).
How does mortgage advice work?
Our whole-of-market approach accesses all lenders to find suitable mortgage solutions, unlike restricted brokers limited to specific panels.
Can I access my investments online?
Yes, our mobile app provides 24/7 portfolio access for real-time monitoring and management of your investments.
What areas do you serve?
While based in Northampton, we provide financial advisory services nationwide across the UK.
How do you charge for financial advice?
Our fee structure is transparent and competitive, with details provided during initial consultations based on the complexity of required services.
