Our Work

What our clients say

Don't just take our word for it, read what our clients think

Joyce Oliver Wealth Management

“Curo Paraplanning Limited are helpful, friendly and professional, their attention to detail and high standards are impeccable;  when you own a business where there is so much going on and to think about they really do give you peace of mind.”

Joyce Oliver Wealth Management

Joyce Oliver Wealth Management

“I would highly recommend Michelle and her team at Curo Paraplanning Limited. I have been working with Michelle & Curo for many years now and have never had any issues or concerns. They are highly trained and competent, always delivering a professional level of services in a timely manner. Whenever I have had to discuss more complex client cases, I know that I can call on Curo to assist and guide me, helping me to understand the compliance and technical aspects of my pension transfer cases, this in turn enables me to advise my clients with greater accuracy. Having investigated paraplanning costs, I know that Curo are very competitively priced, my Quality of Documentation scores are top percentile and all this provided with a friendly and exceptional level of personal service. ”

Graham Dredge

Senior Partner, St. James’s Place
Chris Broome

“Employing Curo’s outsourced administration service provides both Longhurst, and I, with the freedom we need to get on with what we’re best at – financial planning. Michelle and the team are diligent, attentive, but most importantly – good fun. I highly endorse using their service.”

Chris Broome


I’ve utilised Curo’s services for over 8 years and find them to be extremely professional and experienced.

Steven Coles

Operii Financial Planning LLP

“I have found Curo Paraplanning to be a pleasure to work with.  A thorough initial check of my instruction was welcomed and useful. Thereafter, communications were clear, open and promptly acted upon. I will be using their services again, for sure”

Andrew Varley

Principal of Andrew Varley Financial Planning, St. James’s Place
Thomas Crane

“Very happy with the service so far, takes a lot of pressure away from my working day and allows me to concentrate on my clients and the service I provide. Would highly recommend to other IFAs.”

Thomas Crane

Independent Financial Adviser – Crane Williams Independent Financial Advice