Creating freedom and time
for financial advisers
Contact Us Today
Over 35 Collective Years’ Worth of Knowledge

Paraplanning Simplified

Who We Are

Our collective knowledge and attention to detail, along with a passion to get things right first time.

Curo is a paraplanning outsourcing company established over 8 years ago to provide support to financial advisory organisations with the background work needed when helping clients make the right decisions on what to do with their financial future. Our clients include partners of St. James’s Place Wealth Management and Longhurst amongst others.

What our clients say

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

We like to work closely with our clients to ensure that there is good communication. This gives you the feeling that we are part of your team, offering you the support you would expect from your own employees.

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
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

Longhurst

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
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