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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Lisez les avis des autres
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
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
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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
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
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SIPP tax free lump sum withdrawal - progress request
I am in the process of taking a tax free lump sum from my SIPP. I contacted Curtis Banks today, 28th October 2025, to find out how the process is progressing. I spoke to Steven; he was efficient and quickly got me an update. I cannot fault the service.
28 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear David,
Thank you for taking the time out to leave us this review.
We will be sure to pass your kind words on to Steven.
Kind regards
James H
Great customer service
I spoke to Steven Lawson with regard to
Withdrawing funds
I was a little confused with the form.
He put me at ease straight away and talked me through the paperwork needed
He was so helpful and informative and a pleasure to deal with
28 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Sue,
Thank you for taking the time out to leave us this review.
We will be sure to pass your kind words on to Steven.
Kind regards
James H
Great Customer Service
Really impressed with Olivia H today. She had a huge amount of patience for a pair of computer illiterate dinosaurs. Polite, friendly, explained things very well to us and waited patiently till we achieved what we needed to achieve. She certainly went the extra mile for us.
27 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Paula,
It’s fantastic to hear that Olivia provided such patient, friendly, and thorough support — going the extra mile to make sure everything was sorted. We’re delighted she made the experience such a positive one for you both.
Kind regards,
Brad S
Excellent service
Excellent service received from Beatriz Santos in response to query in tracking down receipt of funds internally and providing confirmation . Much appreciated.
24 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Claire,
Thank you for taking the time out to leave us this review.
We are happy to hear how excellent you found Beatriz, and we will be sure to pass on your kind words to them.
Kind regards
James H
EXCEPTIONAL SERVICE
I needed an urgent funds transfer and Veneta Popova spoke to her supervisor to arrange.
After explaining it might be difficult to sort out at short notice she managed to ensure the funds arrived the same afternoon.
Very impressive and saved me with the worry over the weekend.
24 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Jon,
Thank you for taking the time to leave us a 5 star review.
We really appreciate the feedback and we will be sure to pass your comments on to Veneta.
Kind regards
James H
Great customer service from Brad
Great customer service from Brad, highly responsive and guided me through the process
22 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Niky,
We’re pleased to hear that Brad was so helpful and quick to respond, making the process clear and straightforward for you.
Kind regards,
Curtis Banks
Very helpfulsupport
As an IFA, I often require assistance from providers when completing forms. Holly was exceedingly professional and helpful and her assistance was greatly appreciated.
22 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Joel,
We’re delighted to hear that Holly was able to provide the support you needed so professionally and efficiently. Your feedback is greatly appreciated.
Kind regards,
Brad S
I called CB in regards to a clients…
I called CB in regards to a clients SIPP, spoke with Holly Sanderson. She was very helpful and answered my questions
22 octobre 2025
Avis spontané
Réponse de Curtis Banks
Good morning,
It’s great to hear that Holly took the time to investigate your query and provide a clear resolution — we’re pleased she was able to help.
Kind regards,
Brad S
Awkward form filling
Had to fill in one of those 16 page awkward questions form spoke to Steven Lawson who made the whole process a lot easier
Thanks Steven
22 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Donny,
I really appreciate you sharing this — it’s great to hear that Steven was able to make a complicated process feel much simpler and more straightforward for you.
Kind regards,
Brad S
Holly was very helpful and took the…
Holly was very helpful and took the time to explain our questions.
21 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Chris,
Thank you for your feedback — we’re pleased to hear that Holly took the time to explain everything clearly and provided such helpful support.
Kind regards,
Brad S
I phoned with a question and got an…
I phoned with a question and got an immediate answer from a very friendly lady.
21 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Hugh,
Thank you for your feedback — we’re glad to hear your call was answered promptly and that our team member provided friendly and helpful service.
Kind regards,
Brad S
Thank you Steven Lawson
Thank you Steven Lawson, you made my enquiry very easy and staright forward, providing the information request process was very efficient.
21 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Rogan,
Thank you for your feedback — we’re pleased to hear that Steven made your enquiry straightforward and that the information request process was handled efficiently.
Kind regards,
Brad S
Friendly and professional
Steve Price was really helpful (and patient) when assisting me with the relevant paperwork needed. Thanks for your help Steve, and humor!
21 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Rachel,
Thank you for your feedback — we’re delighted to hear that Steve was so helpful and patient while assisting you with your paperwork. It’s great to know his friendly approach and sense of humour made the experience a positive one!
Kind regards,
Brad S
Avoid at all costs
For over a year I have been trying to resolve an issue with my late father’s estate. At every stage an obstacle has been put in my way and despite repeated requests for a phone call to try to find a solution none are forthcoming. Every email sent takes up to 10 days to get a reply. Do not deal with this company if you want a pain free experience. Even when I made a complaint and it was upheld in my favour no solution was offered - just we are sorry (in a very poorly written email) which does not really help. Avoid at all costs
20 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Michael,
Thank you for taking the time to share your experience. We’re very sorry to hear about the difficulties you’ve faced in resolving matters related to your late father’s estate, and we understand that this is a particularly difficult time for you. This isn’t the level of service we aim to provide, and we appreciate how frustrating delays and lack of communication can be. Please email sippsupportteam@curtisbanks.co.uk so we can review your case and assist you further.
Kind regards,
Brad Simmonds
I spoke to Stephen Lawson and to his…
I spoke to Stephen Lawson and to his colleague Olivia and they were both very helpful.
20 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Tim,
Thank you for sharing your feedback — it’s great to hear that both Stephen and Olivia were able to assist you so effectively. We really appreciate you taking the time to let us know.
Kind regards,
Brad S
Excellent service from the Suffolk Life…
Excellent service from the Suffolk Life team, special thanks to Kallie
20 octobre 2025
Avis spontané
Réponse de Curtis Banks
Good morning,
We’re delighted you received excellent service from the Suffolk Life team, and we’ll be sure to pass your thanks on to Kallie.
Kind regards,
Brad S
Holly Sanderson
I spoke to Holly Sanderson at Curtis Banks this afternoon and found her to be very helpful and informative giving detailed and concise information with regard to my queries.
17 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear David,
We’re pleased Holly was able to provide detailed and clear information to help with your queries. Your feedback is much appreciated.
Kind regards,
Brad S
I called and spoke with Stephen Lawson…
I called and spoke with Stephen Lawson regarding my SIPP who was extremely knowledgeable and very helpful with what I thought was a tricky technical question relating to tfc withdrawal from a property investment.
16 octobre 2025
Avis spontané
Réponse de Curtis Banks
Good afternoon,
Thank you for your review, its great to hear how knowledgeable you found Steven, and 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
A much improved customer service from…
A much improved customer service from Curtis Banks. Particular thanks to Stephen Lawson who was extremely helpful and very professional.
16 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Julian,
Thank you for your kind review.
We are happy to hear how helpful you found Steven.
Kind regards
James H
striaghtforward and effective
14 octobre 2025
Avis spontané
Réponse de Curtis Banks
Dear Sue,
We’re pleased you found the service straightforward and effective.
Kind regards,
Brad S
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