Authorised and regulated by
the Financial Conduct Authority
Our Value Proposition
Financial markets include a vast number of very diverse products, funds, wrappers and platforms. Researching and monitoring all those products for each investment would be impractical and extremely costly. We manage that complexity by employing some of the best research engines in the industry.
This allows us to offer our clients some of the most modern and financially efficient products available and accompany them with a personalised, flexible, attentive service. Our clients thus can enjoy the best of both worlds: on one hand, the vast breadth of research coverage typically offered by much larger companies; on the other, the close-contact, personal service characteristic of smaller, private firms.
Our services
What our clients say
Elaine S.:
“Simone took the agony out of consolidating and updating my pension provision and the review of my financial situation was extremely helpful in the run up to my retirement”.
Julia S.:
“I have been working with Simone for more than 20 years. I don’t make any investment decisions without speaking to her first and recommend all my friends and contacts to do the same.”
Warner M.:
“I have had a longstanding relationship with Simone. She works hard to understand my financial position and as my needs have changed she has adjusted my portfolio accordingly. She is an adviser in the true sense of the word.”
020 8498 0040
info@curzon-ifa.com
Curzon Financial Advisers is a trading name of Simone Grogan, who is authorised and regulated by the Financial Conduct Authority. Simone Grogan is the Principal of Curzon Financial Advisers and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 933340. If you wish to register a complaint, please write to us at the address above or email us at info@curzon-ifa.com.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at
www.financial-ombudsman.org.uk
or by contacting them on 0800 0234 567.
© Copyright 2021 Curzon Financial Advisers.
All rights reserved.