We can advise you on
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Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
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Financial planning
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
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Long term care
Meet our advisers
Ashley Jones Dip IP
Managing Partner
Qualifications & Accreditations
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CeMAP - Certificate in Mortgage Advice and Practice (IFS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Diploma In Investment Planning (DipIP)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Paul Matthews Dip IP
Independent Financial Adviser
Qualifications & Accreditations
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CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Diploma In Investment Planning (DipIP)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
What our clients say
Ashley has always provided me with sound and valuable financial advice, he has recommended and arranged various mortgage deals over the years which have proved to be extremely cost effective, Ashley takes the hassle out of the process, he has arranged all my life assurance policies and has given his good advice and service to our employees, colleagues, friends and family.
Dale Asplin- Director Princebuild Ltd, Peterborough
I have know Ashley for a number of years both as my IFA and socially. He is very approachable, knowledgeable and always ensures he advises on what product is best for you not what which one he gets the best commission for.
Mario Toouli -CEO Proteros Data Systems Ltd., Northampton
Ashley has worked closely with us over the last 4 months in assisting us set up life insurance and pension schemes. Through every step of the way he made the process straight forward and easily understandable which was important to us as we had little experience or knowledge in this field. His experience helped us find the right policies and schemes to meet our requirements and I have no hesitation in recommending Ashley's services to others
Danny Golden- Director Studio 1 Media Centre, Northamptonshire
About us
Curo Wealth are committed to providing all of our clients with high quality ongoing advice. This means that we don't just provide advice and implement financial solutions, we work with you over the long term to make sure that your money is working as hard as it possibly can.
Our services
Curo Wealth is a firm of Independent Financial Advisers. We pride ourselves on our independent status, a key foundation of our business model. It ensures that we can advise our clients on products from across the entire market place, meeting your needs with the best that the market can offer. Our face to face advice process ensures that we focus on our clients’ needs, never resorting to a checklist approach to planning your financial future.
Compliance
Curo Wealth is a trading style of Curo Holdings Limited Liability Partnership which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, number OC398378. It is entered on the FCA register (www.fca.org.uk) under reference 708527
