Curtis Banks specialises in self-invested pensions. Since 2009 Curtis Banks has grown to be one of the UK’s largest independent SIPP and SSAS providers, looking after over 76,300 clients.
Your Future SIPP
Your Future SIPP is an award-winning proposition from Curtis Banks designed to suit client needs in the modern world of retirement. Rated 5 stars by Defaqto and Moneyfacts in 2020, Your Future SIPP provides clients with the choice of virtually the whole of market investments, platforms, brokers and discretionary managers. With no minimum investment, Curtis Banks offers a modern, functional online portal with direct access to various investment and tax-relief opportunities.
As well as offering SIPP opportunities, Curtis Bank also offer various SSAS products and Commercial Property investment opportunities.
Curtis Banks Reviews and Ratings
Online reviews for Curtis Banks are poor with customers labelling them arrogant and incompetent with a terrible attitude towards customer service.
Facebook – 1.9/5 (based on 9 reviews)
- Award-winning: Moneyfacts 2019
- Defaqto 5 Star Rating
- Direct access to commercial property, including borrowing, succession planning and part/joint purchase
- Access to nearly all UK platform, broker and discretionary fund managers
- Teams of qualified experts dedicated to every step of the pension process
- No minimum investment
- Modern, functional online portal, completely responsive to any device to access on the go
- Fully consolidated annual statement
- Useful online resources eg. downloadable How To guides
- Poor online reviews
- Customer service advisors labelled arrogant and incompetent
- A relatively new, unknown company
- A large website with a lot of overwhelming information
- Offices and telephone lines closed on weekends
Website: Curtis Banks