Curtis Banks Reviews 

The kindness shown to me during a telephone discussion about my SIPP today was a good example of proper engagement with a client. My request was handled patiently, questions well answered and appropriate comments given about seeking advice.

I work for a Financial Adviser and needed more information on the product. I spoke to a gentleman called Harry P. He made me feel comfortable asking various questions and did a great job finding the information I needed and explaining it to me. From a customer service point of view, I would definitely recommend Curtis Banks off the back of this experience.

I have called through twice and spoken with Beatriz Santos who has been extremely helpful and prompt with her assistance. She solved my queries efficiently and kindly and actioned her email whilst were on the call as well so I had definitely received it. much appreciated!

I spoke to Martine who was beyond helpful, knowledgeable and nothing was too much trouble. She also chased the new business team on something we were waiting for which was beyond her remit.

Thank you Martine.

I called Curtis Banks with a personal query which was quickly, and ably, dealt with by Harry Pearson. It wasn't a straightforward request and he did need to put me on a short hold for clarification. Overall, I was very pleased with his pleasant attitude and ability to deal with thew query without getting flustered. Impressed.

Just spoke with Martine and received all the information requested. Martine was courteous, knowledgeable and keen to assist.

I am an adviser of over 30 years and well versed in pensions and property purchase within. I have recently had a a particularly tricky case and was lucky enough to be put through to Joshua Kunrunmi. Josh has been superb. Nothing was too much trouble, he follows through with what he says he will do, he calls when he says he will. This case would not have been completed without his help and I am extremely grateful and thankful.

Samuel Elvin was very professional, understood and fully answered my questions about filling out my benefits form and was very easy to talk to. I give him full marks.

I spoke with Steve Price who helped talk me through creating an illustration I had not done before. He was very knowledgeable about the system and answered all of my questions regarding lead times on withdrawals.

Steve Price was excellent. He knew what he was doing and made the explanation of my query very easy.

Steven was concise and extremely helpful on what was quite a challenging issue, much appreciated.

Today I spoke with Beatriz Santos with questions about sales of my pension assets and the drawdown procedure. She was 100% efficient with her answers. Hence the 5-star rating. The only negative was the 8 minutes it took to get through to her. In 2024 it took up to 30 mins to get through with similar procedural questions. The support team answered them efficiently but the admin was terrible. It took them almost two months to process the drawdown of my own money. I had to complain to the senior management..let's hope they have made improvements in that department and I can report accordingly.. Beatriz told me the process should take 2-3 weeks!

There was a mix up with passwords when registering on the portal. Great customer service, problem fixed!

Was really easy to get through & the advisor Henry Desira sorted my query quickly . He was very polite and professional and took time to fully understand what I needed.

I spoke to Steve Price and as always, he was knowledgeable and helpful.

I have just been on the phone to one of your employees call Stephen Key. I have not spoken to a more knowledgeable, polite and helpful person in a long while. Curtis Banks should employ more people like him - please make sure his manager knows this.

My call was answered very quickly by Holly and this is always a relief! Holly did her best to help me and was certainly able to point me in the right direction, however, my experience with this company hasn't been great to date, as nobody seems to be able to explain things properly. I'm a teacher but unfortunately not of economics so I could do with some basic lessons but all they ever say is "we can't give you advice" I understand that, but some basic facts would be helpful

Great service from Steve Price. Quick, accurate and friendly. Perfect!

I received first class service from Lewis Kingdon, a
Customer Service Executive. He really couldn't have been more helpful and patient. I only wish we received this treatment from all providers we deal with

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I have emailed to the address below with further queries. Automated response 3 to 5 days. Hilarious, this company seems to have forgotten there is a communication device called a telephone, which gives immediate and clear response. Also I have now had an email outlining a payment which has been due to me from 2020, which apparently i was aware off. You couldn't make it up.

I have had the misfortune of being a Curtis customer. Thankfully after a period of torture I was able to transfer to a professional company. I have an ongoing complaint with the Ombudsman which Curtis Banks responded to in May 2024 admitting fault. In that letter they outlined a payment which was to be made. Today yes that is 16 months later they have sent me an email asking for my bank details to make the payment. They also say that the letter containing the offer had been sent in August 2025 which it had not. This Company is beyond a joke even when they admit fault to the Ombudsman, redress is not made. If it was the other way around they would have added thousands of pounds in charges and fees. GET YOUR MONEY OUT RIGHT NOW