Welcome to Curo Advisers

We are independent financial advisers based in Penarth, just outside Cardiff, offering unbiased financial advice across the whole of the market. We pride ourselves on being at the cutting edge of technology, with all clients having access to their investments and adviser on the web and on smartphone and iPad apps. Our experienced IFAs are dedicated to building long term relationships with clients, offering impartial advice and securing them the best products and services for their needs. This ethos has meant that most of our business comes from word of mouth recommendations, client referrals to friends and family, and repeat business from existing clients.

We believe in relationship advice. Knowing you, your family and your aspirations enables us to deliver the quality of service you deserve. Through building relationships, we are able to free your time for the things that matter to you and your family.

MORE ABOUT US

Financial Advisers serving Cardiff, South Wales and the UK

Wealth Managment

WEALTH MANAGEMENT

Financial Independence

FINANCIAL INDEPENDENCE

Investment Planning

INVESTMENT PLANNING

Estate & Tax Planning

ESTATE & TAX PLANNING

Financial Protection

FINANCIAL PROTECTION

Corporate Advice

CORPORATE ADVICE

Mortgage Advice

MORTGAGE ADVICE

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What our customers say…

“Curo Advisers have been a great help and support with my retirement. Never having really understand how this works they explained it all in a way I could understand. Fully explained the various things that could be done. They gave me all the information I needed to be able to make an informed decision in what was the best way forward for me.

I feel extremely confident and happy in having them look after me in the future. They keep in regular touch with me and are always there for any questions I have.

Very professional, friendly and helpful.”

J Kempa, Cardiff

“For over 15 years our family has entrusted Curo with managing our finances. From mortgages to ISAs and from savings to pensions, we are very happy with the results they achieve. Despite us being based a long way north of South Wales!”

R Borthwick, Aberdeen

“I have been a client of Curo Advisers for over 2 years and have always been impressed with their exceptional service, knowledge and up to date information. I would highly recommend them to anyone for their financial planning requirements.”

R Thomas, Penarth