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... Voir plus
L'entreprise a répondu
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Lisez les avis des autres
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
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
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
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
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
This was my first call for many years
This was my first call for many years. I wanted to understand some figures on monthly payments from my SIPP. Veneta has arranged for a member of the relevant team to call me within 48 hours. She was efficient and helpful.
24 septembre 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 Veneta.
Please get in touch if you require anything else.
Kind regards
James H
Prompt, friendly support
I was answered immediately by a support advisor named Steven Lawson. He was friendly and helpful and able to answer my questions clearly and promptly.
23 septembre 2025
Avis spontané
Réponse de Curtis Banks
Good morning,
Thank you for giving us a 5* review.
We greatly appreciate the feedback you have provided.
Steven will be pleased to hear that you found them to be excellent.
Kind regards,
James H
Réponse de Curtis Banks
Dear Leon.
Thank you for your 5 star review.
Please get in touch if you need anything else.
Kind regards
James H
Efficiency, kindness and compassion.
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.
23 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Michael,
Thank you for taking the time to leave us this review.
We greatly appreciate the feedback we have been given.
If you require any other assistance, please get in touch.
Kind regards
James H
I work for a Financial Adviser and…
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.
23 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Michael,
Thank you for giving us a 5* review.
We greatly appreciate the feedback you have provided.
Harry will be pleased to hear that you found them to be excellent
.
Kind regards,
James H
prompt and helpful customer service!
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!
22 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Ellie,
Thank you for giving us a 5* review.
We greatly appreciate the feedback you have provided.
Beatriz will be pleased to hear that you found them to be excellent.
Kind regards,
James H
I spoke to Martine who was beyond…
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.
22 septembre 2025
Avis spontané
Réponse de Curtis Banks
Good morning,
We appreciate that you have taken the time to share your experience with us. Your feedback will be passed onto Martine, we love to hear when our people have been helpful.
Kind regards,
James H
A quality response
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.
22 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Mr Poacher,
Thank you for taking the time out to leave us this review.
We are happy to hear how pleasant you found Harry, and we will be sure to pass on your kind words.
If you require any other assistance, please get in touch.
Kind regards
James H
Good experience
Just spoke with Martine and received all the information requested. Martine was courteous, knowledgeable and keen to assist.
19 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Jonathan,
Thank you for taking the time our to leave us a 5 star review.
We really appreciate the feedback and we will be sure to pass on your kind words to Martine.
Kind regards
James H
Everyone needs a Josh!
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.
19 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Anna,
Thank you for taking the time to share such thoughtful feedback. We’re delighted to hear that Joshua was able to support you with your complex case and provide the professionalism, reliability, and dedication you describe. We’ll be sure to pass along your kind words to him.
Kind regards
James H
Samuel Elvin was very professional
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.
18 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Mr Moss,
Thank you for sharing your feedback! We’re so pleased to hear that Samuel was professional, helpful, and made the process of completing your benefits form clear and straightforward. Your kind words will be passed on to him.
Kind regards
James H
Helpful and knowledgeable staff
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.
17 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Kelly,
Thank you for taking the time out to leave us a 5 star review.
We are happy to hear how knowledgeable you found Steve, we will be sure to pass on your kind words to him.
If you require any further assistance, please get in touch.
Kind regards
James H
Excellent adviser
Steve Price was excellent. He knew what he was doing and made the explanation of my query very easy.
18 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Steven,
We’re pleased Steve was able to assist you so clearly and make the explanation of your query straightforward.
Kind regards,
Brad S
Steven was concise and extremely…
Steven was concise and extremely helpful on what was quite a challenging issue, much appreciated.
17 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear George,
Thank you for taking the time out to leave us a 5 star review.
We will pass your kind words on to Steven.
Kind regards
James H
Efficiency improved? The jury's out..
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!
17 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Michael,
Thank you for taking the time out to leave us a 5 star review,
We are glad to hear about the service you received from Beatriz and our customer service centre.
I will ensure to pass on your feedback regarding the back office departments.
Kind regards
James H
Account registering
There was a mix up with passwords when registering on the portal. Great customer service, problem fixed!
16 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Amanda,
We’re pleased the portal password issue was quickly resolved and that you experienced great customer service from the team.
Kind regards,
Brad S
Friendly and efficient service
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.
16 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Mrs Ryan,
Thank you for taking the time out to leave us a 5 star review.
We are happy to hear how polite and professional you found Henry. We will be sure to pass your kind words on to him.
Kind regards
James H
I spoke to Steve Price and as always
I spoke to Steve Price and as always, he was knowledgeable and helpful.
16 septembre 2025
Avis spontané
Réponse de Curtis Banks
Good afternoon,
Thank you for your kind words! We’re so glad to hear that Steve was able to assist you and provide the knowledgeable support you’ve come to expect. We truly appreciate your continued trust and look forward to helping you again in the future.
Kind regards
James H
Stephen Key - great experience
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.
16 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Edward,
Thank you for your feedback! We’re thrilled to hear Stephen made such a positive impression. We’ll be sure to pass your kind words on to him. Please get in touch if you require anything else.
Kind regards
James H
Quick response
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
15 septembre 2025
Avis spontané
Réponse de Curtis Banks
Dear Mrs Barnes,
Thank you for taking the time to share your feedback. We’re very pleased to hear that Holly was able to assist you promptly and point you in the right direction, we’ll be sure to pass on your kind words to her.
We also fully understand how important it is to receive clear and straightforward information, especially when dealing with complex matters, and we regret that this hasn’t always been your experience.
I can see that you have already reached out to our Benefits team, who are due to make contact with you shortly. In the meantime, if you would like to get in touch with me directly, please don’t hesitate to email sippsupportteam@curtisbanks.co.uk.
Kind regards,
James H
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