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
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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
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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
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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
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À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
3 Temple Quay, BS1 6DZ, Bristol, Royaume-Uni
- www.curtisbanks.co.uk
4,2
Bien
2 k avis
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I chased Crystallisation Even Payment…
I chased Crystallisation Even Payment Conformation letter which happened in November 2025. I was promised on the call to Curtis Banks in January 2026 that it will be sent over soon. It was not actioned. I chased Curtis Banks today, spoke to Vennie P. - she was brilliant. Very knowledgeable. She emailed the copy of the letter whilst I was on the phone discussing two 2 cases. Vennie was very helpful and knowledgeable.
21 mai 2026
Avis spontané
Réponse de Curtis Banks
Dear Irena,
We’re pleased to hear that Vennie was able to assist you so efficiently and provide the documentation you needed while on the call. It’s great to know her knowledge and proactive approach helped resolve both of your queries so smoothly. Thank you for taking the time to share your feedback.
Kind regards,
Brad S
Steven Lawson - 5 stars!
I spoke with Steven Lawson who was very helpful. I am an adviser and my client was in a difficult position. Steven was able to assist and put everything in place to ease the fears of the client. The client needed an income payment quickly and Steven was able to do this without any delays. Definitely 5 stars!
22 mai 2026
Avis spontané
Réponse de Curtis Banks
Dear Anon,
We’re delighted to hear that Steven was able to provide such prompt and supportive assistance during a difficult situation for your client. It’s great to know he helped put their mind at ease and ensured the income payment was handled without delay. Thank you for taking the time to share your feedback.
Kind regards,
Brad S
Excellent customer service from Samuel…
Excellent customer service from Samuel Elvin. I received quick and helpful responses to my queries and I could not be happier with the call. Samuel went above and beyond to help me! Really amazing call experience.
18 mai 2026
Avis spontané
Réponse de Curtis Banks
Dear Oskar,
We’re delighted to hear that Samuel provided such quick, helpful, and attentive support. It’s wonderful to know he went above and beyond to assist you and made the call such a positive experience. Thank you for sharing your feedback.
Kind regards,
Brad S
Vennie is great !
Vennie was very calm and helpful and got me to where I needed to be - it was good to be helped by a caring human being .
13 mai 2026
Avis spontané
Réponse de Curtis Banks
Good morning,
We’re delighted to hear that Vennie was able to guide you so calmly and helpfully through the process. It’s wonderful to know her caring and supportive approach made such a positive difference to your experience.
Kind regards,
Brad S
I concur with all the other 1 star…
I concur with all the other 1 star ratings. 8 months on moving a UK pension to AESF, so appalling slow.
I can not believe their lack of urgency to progress such an important piece of my financial security.
Raising here in the desperate hope that it means some immediate action is taken. Whilst I do not like writing negative reviews unless they are vital, and valid, hopefully this raises the right attention. And yes, I have sent it to a named contact and SIPP support.
11 mai 2026
Avis spontané
Réponse de Curtis Banks
Dear Darren,
Thank you for your feedback. We’re sorry to hear about the delays you’ve experienced with your pension transfer and appreciate how concerning this must be given the importance of these arrangements to your financial planning. We understand your frustration regarding the timescales and communication, and we can confirm that your comments have been shared with the relevant team for review. As you have already contacted both your named contact and the SIPP Support team, they will continue to review your case and provide further updates directly. We appreciate you taking the time to raise your concerns.
Kind regards,
Brad S
Called in and spoke with Harry Pearson
Called in and spoke with Harry Pearson. He was lovely to chat too and was able to answer all my questions with a clear understanding of the processes and whenever he did have an uncertainty, he would check.
Very kind and helpful.
23 avril 2026
Avis spontané
Réponse de Curtis Banks
Dear Mia,
Thank you for taking the time to leave such positive feedback.
We are delighted to hear that Harry Pearson was able to assist you and answer your questions clearly and professionally. It is especially pleasing to know you found him kind, helpful, and thorough in making sure you received the right information.
We will be sure to pass your comments on to Harry, who I’m sure will greatly appreciate your recognition.
Kind regards,
Brad S
Avoid!
I would strongly recommend anyone looking at using Curtis Bank doesn't.
Having been with them for a number of years i can safely say the trust that i do NOT trust them with my money.
I sold a property in Jan/Feb and its now the end of April and the money is still not showing correctly in my account. We are at the point of having to contact them daily to push for whats needed. But it does seem possible.
1 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Tom
Thank you for taking the time to share your feedback. We are sorry to hear about your experience and understand how frustrating delays and the need for repeated follow-up can be, especially when dealing with funds from a property sale.
Providing clear communication and timely service is very important to us, and we regret that this has not been your experience on this occasion.
As mentioned in our previous correspondence, we have offered to formally raise your concerns as a complaint so that our dedicated complaints team can fully investigate the matter and work with the relevant department to resolve this for you as quickly as possible.
We would welcome the opportunity to put this right. Please contact us directly with your complaint details and desired outcome so we can progress this immediately.
Kind regards,
Brad S
Scraping the bottom of the barrel with these people
I have a SIPP with this excuse for a pension provider. The service is rock bottom. - every department, from Credit Control to the so-called Client Relations, is hopeless. They make endless errors, staff cannot do their jobs effectively and rarely apologise for their shortcomings. Wait times for a reply to an email, even when they've made a glaring error that should be addressed immediately, are shockingly long (the response is that they are undergoing temporary staffing shortages - they've had this message on their email for about 5 years now!)
When they were Suffolk Life, service was poor enough, but since becoming Curtis Banks, they could fall no lower. I spend hours checking and correcting errors made - they should be paying me for my time wasted.
Look anywhere but at Curtis Banks to put your pension in safe hands, they are so awful, they should be closed down...
2 avril 2026
Avis spontané
Réponse de Curtis Banks
Dear Julie,
Thank you for your feedback. We’re sorry to hear about your experience and the concerns you’ve raised regarding service levels, errors, and response times.
This is not the standard we aim to deliver, and we take comments like yours seriously, particularly where they relate to ongoing issues. Your feedback has been shared with the relevant teams to review.
If you would like us to look into your specific case in more detail, please contact sippsupportteam@curtisbanks.co.uk
with your plan details so we can investigate and provide further assistance.
Kind regards,
Brad S
Outstanding customer service
I would like to leave feedback regarding fantastic customer service and assistance that Steven Lawson provided when dealing with my query. He was able to resolve my issue, offered solutions and followed it up with a phone call. He brought clarity to a cloudy matter and he appreciated the need for immediate action. Much appreciated. Thank you.
25 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Mark,
Thank you so much for your 5‑star review!
We’re really glad to hear you had a great experience with our customer service team. Providing helpful, friendly support is something we take a lot of pride in, so your feedback means a lot to us.
Kind Regards,
Alex F
Réponse de Curtis Banks
Good afternoon,
We’re delighted to hear you received excellent service — thank you for your feedback!
Kind regards,
Brad S
Harry made both my wife and myself very…
Harry made both my wife and myself very happy with his performance
Thankyou for his service
16 mars 2026
Avis spontané
Réponse de Curtis Banks
Dear Peter,
We’re delighted to hear that Harry was most helpful to you and your wife. It’s great to know you received such outstanding customer service — thank you for sharing your experience.
Kind regards,
Curtis Banks
Curtis Banks - unprofessional service
Curtis Banks provide a shockingly unprofessional service. I requested a lump sum payment for a SIPP I inherited, with completed paperwork sent in September 2025. Six months later and I have still not received the money, and have been provided with various conflicting and poor excuses. No updates or communications are provided unless I chase for an update, and even then I don't get a straight answer. Next steps will be a formal complaint to Curtis and then the Ombudsman. Do not waste your time and money investing with Curtis.
12 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Rebecca, We’re very sorry to hear about your experience and understand how frustrating delays and communication issues can be, particularly when you’ve been waiting far longer than expected for responses and updates. This is not the level of service we aim to provide.
Your feedback will be shared with the relevant team to review what has happened. If you would like us to look into your case further and provide an update, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you.
Kind regards,
Danilo Doncic
Outstanding Service
I e mailed Curtis Banks on Sunday and received a reply at 0852 on Monday to answer my question. Brad's customer service was outstanding
10 mars 2026
Avis spontané
Réponse de Curtis Banks
Dear Bakerlite,
We’re delighted to hear that Brad responded so promptly and was able to resolve your query. It’s great to know you received such outstanding customer service — thank you for sharing your experience.
Kind regards,
Curtis Banks
Thank you Vennie.…
Vennie was very patient and helped me renew my password /login procedure and then help me through the payment process so I could understand each part of the payment.
9 mars 2026
Avis spontané
Réponse de Curtis Banks
Dear Ronald,
We’re pleased to hear that Vennie was able to assist you with renewing your login details and guide you through the payment process step by step. It’s great to know her patience and support made everything easier to understand. Thank you for sharing your feedback.
Kind regards, Brad S
Poor service as usual
We had a property owned by you between family members SIPPs. This property was sold on 11 February 2026 and we understand funds where received by Curtis Bank on this day.
It is wholly unacceptable that all of our online portals continue to display inaccurate information, with the property still shown as a scheme asset and the sale proceeds not reflected. This is a basic administrative function that should have been completed promptly upon receipt of the sale proceeds, and the ongoing failure to do so raises serious concerns about the standard of administration being provided for which you are charging us all a significant administrative fee to each of our SIPP for a service not being delivered properly. I would ask you reflect on whether you should be charging us a annual admin fee for a service not being provided properly.
As an FCA-regulated firm, you are obliged to maintain accurate client records. I expect all of our portals to be updated within three working days of receipt of this email. If this is not actioned, I will have no hesitation in submitting a formal complaint and, if necessary, escalating the matter to the Financial Ombudsman Service.
Poor service as normal. I'd avoid these people.
11 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Tom,
Thank you for your review. We understand your concerns regarding the portal information and the visibility of the property sale proceeds, and we appreciate how important accurate and timely record updates are.
So that we can investigate this properly across the relevant plans, please email sippsupportteam@curtisbanks.co.uk with the applicable plan reference number(s) and full details. Once received, the team will review the position and provide clarification. We take feedback regarding administration standards and record accuracy seriously, and we welcome the opportunity to look into this further.
Kind regards,
Brad S
Highly unsuitable for SIPPs
I have had a sipp for many years with Suffolk Life (since the 1990s). It was taken over by Curtis Banks and they don't allow investments in Nasdaq quoted digital asset and technology companies. Despite their stockbroker having allowed the investments for several years today they emailed me out of the blue and told me I had two weeks to divest!! Or transfer out to another provider. To be clear - this isn't a legacy asset problem due to policy changes, the most recent purchases were made after the November 25 FCA rulings - they were made relying on the compliance decisions of Curtis Bank's broker, Stocktrade. I believe it's entirely reasonable for a retail investor to rely on the decision of the sipp providers investment service compliance team when buying or selling stocks.
25 février 2026
Avis spontané
Réponse de Curtis Banks
Good morning,
Thank you for your feedback. We recognise that changes to permitted investment categories can be frustrating, particularly where holdings have been in place for some time.
Investment permissions are subject to periodic review in line with our policy framework and regulatory requirements, and where changes are made, clients are notified with next steps and available options.
If you would like us to review your specific position or provide further clarification, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you directly.
Kind regards,
Brad
Secure portal.
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 me.
A very happy client.
17 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Maurice, We’re really pleased to hear that Tom was able to support you with such patience and care while resolving your issue. It’s great to know his calm and dedicated approach made a positive difference — thank you for sharing your experience. Kind regards, Brad S
Positive actions solved my query
My query was supported and completed in one phone call. Curtis Banks very very helpful understanding that I needed a financial statement for a mortgage application and were able to provide an e-version of a statement that I had previously received in the post.
17 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Robert, We’re delighted to hear that your query was resolved in a single call and that the team was able to provide the statement you needed so promptly. It’s great to know we could support you at an important time with your mortgage application. Thank you for sharing your experience. Kind regards, Brad S
I was dreading calling for some help…
I was dreading calling for some help filling out forms!
Lovely Vinnie made it all so easy and straight forward.
Thank you Vinnie you were a star!
16 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Jenny, We’re so pleased to hear that Veneta was able to make the process feel easy and straightforward for you. It’s great to know she put you at ease and provided such helpful support — we’ll be sure to share your kind feedback with her. Kind regards, Brad S
Helpful Service
Vennie was knowledgeable and helpful when I asked for the costs and charges for a clients plan. She was lovely to talk to.
13 février 2026
Avis spontané
Réponse de Curtis Banks
Dear Leah, We’re pleased to hear that Vennie was able to provide clear and helpful information on your client’s costs and charges. It’s great to know she was a pleasure to speak with — we’ll be sure to pass on your kind feedback. Kind regards, Brad S
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