Financial AdviserProfile

Curzon Wealth Management Limited

Public-record profile
4 Commercial Street, Ogmore Vale, Bridgend, CF32 7BL
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Curzon Wealth Management Limited is listed as a FCA appointed representative in the CF32 7BL area. Registered at Companies House in 2013. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2013
Type
FCA appointed representative
Company No.
08561105
SIC
65110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

CURZON WEALTH MANAGEMENT LIMITED is active and was incorporated on 7 June 2013.

Nature of business: 65110 - Life insurance

Registered office: 4 Commercial Street, Ogmore Vale, Bridgend, Mid Glamorgan, CF32 7BL, Wales

Authorisations

FCAactive
Reference: 585168
Type: FCA appointed representative
Company no.: 08561105
Verified:
View public register

Company Snapshot

Industry
65110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
12
Equity
£102
Cash
£310,338
Fixed assets
£4,570,890
Current assets
£1,808,543
Net current assets/liabilities
£1,118,273
Charges
1
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CURZON, Matthew John
Appointed 7 June 2013
DOB: 11/1979
CURZON, Samantha Jane
Appointed 7 June 2013
DOB: 10/1980

Persons with significant control

Mrs Samantha Jane Curzon
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 10/1980
Mr Matthew John Curzon
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 11/1979

Recent Filings

29 September 2025
AA
accounts with accounts type total exemption full
25 June 2025
CS01
confirmation statement with no updates
10 June 2025
PSC04
change to a person with significant control
10 June 2025
CH01
change person director company with change date
10 June 2025
CH01
change person director company with change date
10 June 2025
PSC04
change to a person with significant control

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.