Finally after 4 months my request has been sorted out for the tax free cash. Communication is minimum here, especially as these matters are complicated and something most folk wouldn’t encounter.... See more
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
As my parents advised, patience is a virtue - so true. Tom was extremely patient & calm with an important problem I was having. He remained dedicated to resolving the issues which were concerning... See more
Company replied
I rang Curtis Banks regarding my SIPP and Holly Sanderson was particularly helpful. She explained how she could email a form that needed my full details including my signature and also my SIPP pro... See more
Company replied
A long wait to speak to someone, although understandable in the current climate, but when I did connect with the team I spoke to Harry Pearson. Extremely helpful and without doubt the best person I ha... See more
Company replied
Company details
Written by the company
At Curtis Banks we are proud to look after the retirement funds of over 78,500 clients, with £35.8bn of assets under administration. Specialising in SIPP and SSAS, we want to lead the way in self-invested pensions. Founded in 2009 we have a wealth of expertise to help advisers manage their clients’ future, their way with a focus on robust service, modern technology and innovation. We provide all the choice and flexibility required to suit the modern world of retirement and build bespoke retirement plans that can adapt as clients’ needs change. Your future. Our focus. We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
Contact info
3 Temple Quay, BS1 6DZ, Bristol, United Kingdom
- www.curtisbanks.co.uk
4.3
Excellent
2k reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically replies within 48 hours
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Venetia was extremely helpful and spent…
Venetia was extremely helpful and spent a long time explaining how to do something. She was very patient.
13 October 2025
Unprompted review
Reply from Curtis Banks
Dear Brendan,
Thank you for taking the time out to leave us this review.
We are happy to hear how helpful and patient you found Veneta. We will be sure to pass your kind words on to her.
Kind regards
James H
thorough and personable
Timothy was thorough and personable in giving his advice to me
13 October 2025
Unprompted review
Reply from Curtis Banks
Dear Ken,
Thank you for your review. We are happy to hear how personal you found Timothy, and we will be sure to pass your kind words on to him.
Kind regards
James H
Excellent
Really good, clear help from Harry for which we were truely grateful. His patience and knowledge was very professional.
10 October 2025
Unprompted review
Reply from Curtis Banks
Dear RP,
Thank you for taking the time out out to leave us this 5 star review.
We are happy to hear how grateful you feel after the service from Harry, we will be sure to pass your kind words on to him.
Kind regards
James H
Thank you, Holly.
Holly helped me today with my queries about a client's SIPP. She understood perfectly my queries, to which she replied accurately and fast. She also had a positive attitude.
10 October 2025
Unprompted review
Reply from Curtis Banks
Dear Daniela,
Thank you for taking the time out to leave us this review. We are happy to hear how positive you found Holly, and we will be sure to pass your kind words on to her.
Kind regards
James H
Steven Lawrence
Steven Lawrence was very helpful and explained everything clearly to me
10 October 2025
Unprompted review
Reply from Curtis Banks
Dear David,
Thank you for leaving us this 5 star review.
We are happy to hear how helpful you found Steven, and we will be sure to pass on your compliments.
Kind regards
James H
Reply from Curtis Banks
Dear Julie,
Thank you for taking the time to leave us this review, we will be sure to pass your kind words on to her.
Kind regards
James H
Excellent, clear,helpful
Stephen was superb - took the time to ensure he understood my question. Took time to research the facts, gave a very clear answer, followed it up with a clear email.
A minor issue - the corollary of such care is that wait times are a little long - but well worth the wait!
9 October 2025
Unprompted review
Reply from Curtis Banks
Dear Matt,,
Thank you so much for your thoughtful feedback!
We’re delighted to hear that Stephen took the time to fully understand your query and provide a clear, well-researched response.
We truly appreciate your patience with the wait time, we’re glad you felt it was worth it, and we’ll continue working to make the process as efficient as possible.
Kind regards
James H
Martine took endless care in helping me…
Martine took endless care in helping me complete and return a long Funds Release form
9 October 2025
Unprompted review
Reply from Curtis Banks
Dear Mr Wolfe,
We’re glad Martine was able to provide such careful support in helping you complete and return your Funds Release form.
Kind regards,
Brad Simmonds
Spoke to Harry Pearson today with…
Spoke to Harry Pearson today with regards to some back dated valuations. Very friendly and very helpful. I wish all pension/investment providers were as helpful.
Thanks Harry!
8 October 2025
Unprompted review
Reply from Curtis Banks
Dear Rebecca,
Thank you for taking the time out to leave us a 5 star review.
We really appreciate the feedback and we will be sure to pass your kind words on to Harry.
Kind regards
James H
No long wait a quick answers
A very short wait to speak with someone which is amazing compared with the majority of financial institutions that I deal with day to day. Martine was very helpful and managed to give me the information that I was looking for quickly and without fuss. Many thanks Martine.
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Ian,
Thank you for taking the time to leave us this review. We greatly appreciate the feedback and we will be sure to pass your compliments on to Martine.
Please get in touch if we can assist with anything else.
Kind regards
James H
Very professional very easy to deal…
Very professional very easy to deal with
Contact Stephen Lawson very helpful
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Philip,
Thank you for your review, we are happy to hear how professional you found Stephen.
We will be sure to pass your kind words on to him.
Kind regards
James H
Great customer service - thanks Shuaib
Shuaib was great help! Answered my query very quickly. Thank you.
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Chloe,
Thanks for your kind words on Shuaib. We will be sure to pass your kind words on to him.
Please get in touch if we can assist with anything else.
Kind regards
James H
Excellent service
Chloe was polite and helpful and informative.’
She solved my issue well
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Stephen,
Thank you for your 5 star review.
We will be sure to pass your kind words on to Chloe.
Kind regards
James H
Had questions about filling out mypensions…
Had questions about filling a pensions form out and Beatriz Santos was extremely helpful and answered all my questions
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Nicholas,
Thank you for your compliments on Beatriz, and for leaving us this review.
Please get in touch if we can assist with anything else.
Kind regards
James H
Steve Price is very helpful
Steve Price is very helpful on crystallisation events.
7 October 2025
Unprompted review
Reply from Curtis Banks
Dear Chris,
Thanks for taking the time to leave us this review.
We will be sure to pass your compliments on to Steve.
Kind regards
James H
I spoke to Steve Price who was…
I spoke to Steve Price who was incredibly efficient, helpful and proactive in dealing with my request. Thank you!
6 October 2025
Unprompted review
Reply from Curtis Banks
Dear Charlotte,
Thanks for taking the time out to leave us this review.
We really appreciate the feedback and we will be sure to pass on your kind words to Steve.
Kind regards
James H
Tom Butcher was extremely helpful and…
Tom Butcher was extremely helpful and knowledgable - a real credit to Curtis Banks. Thanks for your help today Tom.
6 October 2025
Unprompted review
Reply from Curtis Banks
Dear Michael,
Thank you for taking the time out to leave us this review.
We greatly appreciate your kind words about Tom, and we will be sure to pass this on to him.
Kind regards
James H
Helpful with an urgent cash
I spoke with Steven Lawson at their office following taking over an unusual pension as a Financial Planner. He was helpful, courteous and provided helpful expectations for when the issues could be resolved.
6 October 2025
Unprompted review
Reply from Curtis Banks
Dear Phil,
Thank you for taking the time out to leave us this review.
We really appreciate the feedback and we will be sure to pass your kind words on to him.
Kind regards
James H
Stephen Lawson efficiently and politely…
Stephen Lawson efficiently and politely addressed my query
6 October 2025
Unprompted review
Reply from Curtis Banks
Dear Johan,
Thank you for leaving us a 5 star review, we will pass your kind words on to Stephen.
Kind regards
James H
My query was listened to with kindness…
My query was listened to with kindness & patience & quicky delt with .
3 October 2025
Unprompted review
Reply from Curtis Banks
Good Afternoon,
Thank you for taking the time to leave us this review, please get in touch if we can assist you with anything else.
Kind regards
James H
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