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.

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's ch...
08/09/2026

Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's changed, and what does it mean for their role in your portfolio?





Government bonds are meant to be boring. Yet recent swings in yields have made headlines across the globe. So, what's changed, and what does it mean for their role in your portfolio?

Happy Birthday to our adviser Rhys Hughes 🥳🎈🎉
04/09/2026

Happy Birthday to our adviser Rhys Hughes 🥳🎈🎉

All eyes were on Nvidia’s quarterly results (released midweek) with investors looking for evidence of whether the AI boo...
03/09/2026

All eyes were on Nvidia’s quarterly results (released midweek) with investors looking for evidence of whether the AI boom is starting to slow. The answer appears to be no. The company reported quarterly revenue of $96.2 billion, more than double that of a year ago and ahead of forecasts of $92.2 billion.



Federal Reserve chairman Kevin Warsh voiced concerns over stubborn inflation in the US economy during his keynote speech at last week’s Jackson Hole Economic Policy Symposium.

Hope everyone enjoyed the long August Bank Holiday weekend! ☀️Where has the summer gone? It’s been such a fantastic summ...
01/09/2026

Hope everyone enjoyed the long August Bank Holiday weekend! ☀️

Where has the summer gone? It’s been such a fantastic summer so far, with plenty of sunshine, and here’s hoping it continues for a little while longer! 🌞

Here’s to enjoying the rest of the summer and making the most of the year ahead. 🥂

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much i...
27/08/2026

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth. Here’s our advice on how to work out a sale value and the key impacting factors.

https://www.curzonwm.com/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for.html?partner=matthewcurzon

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth.

Having a say on what assets you want to leave to whom ,through a Will has never been as important, regardless of your re...
25/08/2026

Having a say on what assets you want to leave to whom ,through a Will has never been as important, regardless of your relationship status.

https://www.curzonwm.com/article/detail/sjpp/where-theres-a-will-theres-a-say.html?partner=matthewcurzon

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.

Good luck to everyone receiving their GCSE results today! 🎓✨Results Day can feel like a big moment, but remember that yo...
20/08/2026

Good luck to everyone receiving their GCSE results today! 🎓✨

Results Day can feel like a big moment, but remember that your results are just one part of your journey. Whatever happens, be proud of everything you’ve achieved and excited for what comes next.

Wishing you all the very best of luck! 💙

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict entering ‘on again, off agai...
18/08/2026

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict entering ‘on again, off again’ status, we look at how best to survive recent – and ongoing – volatility.

https://www.curzonwm.com/article/detail/sjpp/keeping-perspective-as-the-iran-conflict-resumes.html?partner=matthewcurzon

When the US and Israel first launched strikes on Iran in late February, the global economy faced a fresh bout of uncertainty. With its ability to potentially close all shipping through the Strait of Hormuz, a key transit route for a significant share of the world's oil and fertiliser exports, there....

Good luck to everyone receiving their A Level results today! 🎓✨Whatever your results, take a moment to be proud of how f...
13/08/2026

Good luck to everyone receiving their A Level results today! 🎓✨

Whatever your results, take a moment to be proud of how far you’ve come. Wishing you all the very best for the next exciting chapter, you’ve got this! 💙

Address

4 Commercial Street
Ogmore Vale
CF327BL

Opening Hours

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

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