# Curzon Wealth Management Limited

## Details

- **Company number:** [08561105](https://find-and-update.company-information.service.gov.uk/company/08561105)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 7 Jun 2013
- **Registered office:** 4 COMMERCIAL STREET, OGMORE VALE, BRIDGEND, CF32 7BL
- **Nature of business:** [65110](/sic/65110) Life insurance




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Matthew John Curzon | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 8 Jun 2016 |  |
| Mrs Samantha Jane Curzon | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 8 Jun 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | £2,411,518 | £310,338 | 14 |
| 31 Dec 2023 | £1,962,115 | £304,694 | 12 |
| 31 Dec 2022 | £706,863 | £499,754 | 11 |
| 31 Dec 2021 | £553,962 | £516,240 | 10 |
| 31 Dec 2020 | £293,789 | £137,921 | 3 |
| 31 Dec 2019 | £165,839 | £85,333 | 2 |
| 31 Dec 2018 | £86,367 | £61,442 | 2 |
| 31 May 2018 | £76,366 | £80,785 | 2 |
| 31 May 2017 | £32,726 | £29,600 | 2 |
| 31 May 2016 | £812 | £29,771 | - |
| 31 May 2015 | £2,452 | £26,116 | - |
| 31 May 2014 | £18,059 | £14,852 | - |




## Controls

- [Rose Grace (South Wales) Ltd](/company/06890574) (06890574)




## Companies at the same address

- [RA Pugh Wealth Management Limited](/company/08638841) (08638841)
- [Rose Grace (South Wales) Ltd](/company/06890574) (06890574)



