×

Speak to our team on 0330 111 6242

Curator
Wealth.

Thoughtful financial planning. Carefully curated for you.

Independent financial advice, designed around your life — helping you build, protect and enjoy your wealth with confidence.

Wealth Management for Every Stage of Life

Busy street with moving cars and people walking.
Your financial journey is unique

At Curator Wealth we design strategies that reflect that. From early-stage planning to later-life transitions, our holistic approach helps you make informed decisions with confidence. We focus on:

  • Personalised financial planning tailored to your aspirations
  • Investment guidance aligned with your risk preferences
  • Retirement strategies that help you enjoy what you’ve worked for
  • Intergenerational wealth transfers designed with care

We’re with you every step of the way, turning complexity into clarity.

SEE OUR WEALTH MANAGEMENT SERVICES

Corporate Financial Solutions

EXPERIENCED CORPORATE ADVICE

Organisations thrive when their people feel valued. Curator Wealth Corporate Services designs bespoke employee benefit programs that reward, motivate and protect your workforce. Our service includes:

SEE OUR CORPORATE SERVICES
Two women talking and drinking coffee with laptop on the table.

testimonials

IAN, ANGUS

Marc completes all his advised requests and discussed directives in a timely, efficient and trustworthy manner.

testimonials

MARK, CAMBRIDGESHIRE

Advice given is always clear and concise, in simple terminology that I understand.

testimonials

JASON, SUFFOLK

Marc Barnes has provided me with excellent financial planning advice on matters relating to tax planning and investment strategy.

testimonials

BARRY, CAMBRIDGESHIRE

Marc has advised my wife and I for many years on a variety of matters.

testimonials

COLIN, SUFFOLK

Marc has been my independent financial adviser since 2003. He has provided an excellent service in advising me on investments, wealth management, pensions and tax planning.

testimonials

MARIANA, KENT

Timeline have helped me through major life changes and always been professional, friendly and supportive. I would highly recommend them and have done.

NIKI, CAMBRIDGESHIRE

Marc and Andi have helped me through an incredibly stressful time. With great empathy, they’ve guided, advised and been there whenever I needed. I trust them with all my financial dealings and will continue to do so.

get in touch

Call us on 0330 111 6242

    REQUEST A CALL BACK FROM OUR TEAM

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.