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.... Voir plus
L'entreprise a répondu
Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus
Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus
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.... Voir plus
L'entreprise a répondu
I spent a long time explaining & sorting various issues regarding my pension arrangements today. I spoke to Tom Butcher, who I've not spoken to up until today. He was first class in his understandin... Voir plus
L'entreprise a répondu
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.... Voir plus
L'entreprise a répondu
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... Voir plus
L'entreprise a répondu
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.
3 Temple Quay, BS1 6DZ, Bristol, Royaume-Uni
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai de 48 heures
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Avoid at all costs. I have a SIPP with this company and they have been terrible from start to finish. We nearly lost the property bought with the SIPP due to them taking excessively long times (months) to process anything. Now I am trying to close the account and have asked them to release the charge (which has been paid and is therefore £0) and they are unable to do this due to the 2 signatories having retired (so they tell me) from their bank (the account was only opened a couple of years ago). They were not transparent in telling me this (I found out from the other bank), they told me this happens all the time and to expect delays of longer than 6 months (can't tell me exactly how long it will take) and do nothing to inform me of the timings. There seems to be no system in place to avoid this happening to other customers. I'm now being charged "interest" despite the account being zero (how can there be interest charged on an account with no money in it?). It's completely shocking service so avoid them at all costs. I've never experienced such incompetence or poor customer service from any bank. Moving to a different SIPP provider specifically because they are terribly slow at everything with poor communication and no transparency. Avoid them at all costs

Réponse de Curtis Banks
Dreadful company. I have no idea why Fisher Investments use them. I made a one off drawdown of £35,000 which CB received on 25 September. They require funds to be held by them for 10 working days. Why? In fact, they say they will not release until 15 October which will be 3 WEEKS. Why should they have the use of MY money for bc 3 weeks.

Réponse de Curtis Banks
Incredible Incompetence Continues. It seems there is nothing or none that can move this company into action. I’ve complained so many times and their complaints handlers are not too bad. But they can’t actually get anything actioned or changed. This company deserves to be consumed by AI!

Réponse de Curtis Banks
Terrible service - will continue to post daily as the service fails on a daily basis.

Réponse de Curtis Banks
unable to log into the website. advised temporary password had been sent, never received

Réponse de Curtis Banks
Very helpful staff easy to talk to and not to long waiting on the phone. Thank You

Réponse de Curtis Banks
Easy to set up and great communication

Réponse de Curtis Banks
Sold the property from SIPP controlled by Curtis Bank in February. They allowed payments for mortgage and insurance to continue despite the property being sold. Still waiting for money to be returned with no timeline in sight. AVOID these people if you want your investments to be safe.

Réponse de Curtis Banks

Réponse de Curtis Banks
Client is £ 17,000 in arrears stopped paying almost a year ago. Action front CB, a few letters. Not acceptable!
Also we have to pay to chase the debt.
The last 15 years working with first of all Suffolk Life and now Curtis Banks have in all honesty been awful.

Réponse de Curtis Banks

Réponse de Curtis Banks
I called today and spoke with a very friendly and incredibly helpful member of your team Vennie Popova.
She was able to answer all my questions clarifying both my position, the process and likely timescales involved.
A real credit to your business and our interaction left me feeling confident and informed. Thank you Vennie!

Réponse de Curtis Banks
FCA complaint statistics show Curtis Banks among the providers with the highest complaint rates per 1,000 pension policies in force. My experience is that this is well justified. Their administrative procedures seem everywhere to be a shambles. A complaint has been lodged against Curtis Bank both by myself and Chase de Vere and a report is in process to be delivered to the Ombudsman

Réponse de Curtis Banks
Curtis Bank sent me a User name, then password in a letter. In an email they sent me a link to there portal that can be saved to mobile devices.
Suffering with brain trauma,ADHD & anxiety I then get support worker to assist me.We still can't login into the portal.Call, Curtis Banks as the number says on webpage, even email Curtis Bank regarding Login as per portal as stated on webpage.
No response , I get a Financial advisor who calls explaining the issue as per document(s) & action sent & received.Only to find the link was Curtis Bank link, and I needed secure .curtisblanks.co.uk. Yet this financial group, sent me the wrong link, hence I couldn't get into their portal.
Even funnier they sent the password & user name that didn't work on there website .I even failed there security question, which was my mum's maiden name....? Odd it's never changed with any other organisation except Curtis Bank!
The company is not set up, to assist with people with disabilities or even there support workers.Maybe out of the 32 billion money, they manage perhaps spend some money on training or working with customers who have disabilities....!
Typical financial orientated company, with poor customer service and even worse help or assistance for disabled customers...
Not an enjoyable experience especially when the security / memorable word is you mothers maiden name & your dealing with a bereavement.To fail the security question isn't laughable.

Réponse de Curtis Banks
Inability to understand the difference between a query about Transferring OUT a proportion of pension fund to a an existing draw down pension
And
Transferring IN

Réponse de Curtis Banks
I received a response within an hour of my request with clear advice on how to set up the the access to my SIPP that I required. Brad Simmonds was superb and each step was carefully explained.

Réponse de Curtis Banks
Suffolk Life administered my SIPP for years and were pretty. They became part of Curtis Banks and have turned into the most unhelpful, faceless bureaucracy. I made the mistake of sacking Coutts and moving to RBS. I requested an income drawdown and gave them details of the new bank account. As usual, it took them ages to react, and their only action was to tell me that I had to provide a certified bank statement for the new account, which is pretty tricky for a new account, when everything is online. I requested one from my bank, and drove 90 miles to pick it up. I sent them the original a a photograph of the certified statement by mail. Not good enough! They insisted on a secure email from my gmail account, which took me a day to work out how to do. Not good enough! Now they have told me that I have to give them bank details yet again, this time through their customer portal, but they have not told me how to do that. Do not let your money anywhere near these clowns. There must be efficient pensions administrators out there, not faceless bureaucrats.

Réponse de Curtis Banks
i dealt with Vennie Popova whose patience and attention to detail was greatly appreciated. her explanations and adsvice were well received. many thanks.

Réponse de Curtis Banks
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.
My valuation was very comprehensive with a matching price tag.
My dealings today though were very good, I spoke to Vennie Pipova who was informed,very polite and helpful.

Réponse de Curtis Banks
You get through within a minute and talk to someone who actually knows what they're talking about and have access to your plan. Simple, efficient and effective.

Réponse de Curtis Banks
Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.
Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.
En savoir plus sur le parcours des avis sur Trustpilot.
La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.
Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.