Curtis Banks

Curtis Banks is a financial services company based in Bristol, United Kingdom and one of the UK's top 3 providers of full Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £27bn of assets under administration.[3] It holds offices in Bristol, Dundee and Ipswich.[2]

Curtis Banks Group PLC
Public limited company
Founded2009[1]
Founder
  • Rupert Curtis
  • Chris Banks
Key people
  • Will Self (CEO)
  • Jane Ridgley (COO)
Revenue
  • GBP£46.1 million (2018)
  • GBP£43.6 million (2017)
  • GBP£12.4 million (2018)
  • GBP£11.2 million (2017)
Number of employees
600[2]
Websitecurtisbanks.co.uk

Since its inception, Curtis Banks is said to have shown "a willingness to take over existing SIPPs",[1] first by acquiring Montpelier Pension Administration Services for £399,999 in May 2011 and then the full SIPP business from Alliance Trust Savings[4] for £7m[5] in January 2013.[6] After the ATS deal, Curtis Banks set up an office in Dundee's City House with around 40 members of staff brought over from Alliance Trust.[2]

Will Self became CEO of the Curtis Banks Group in January 2018.[7]

In January 2019 Curtis Banks launched its new 'Your Future SIPP', a fully digital product replacing its historical SIPP offerings.[8]

References
  1. "Curtis Banks". Archived from the original on 15 July 2014. Retrieved 14 July 2014.
  2. "Curtis Banks Interim Results for 6 months to 30 June 2019" (PDF). Curtis Banks. 4 September 2019. Retrieved 5 September 2019.
  3. Godfrey, Hannah (5 September 2019). "Curtis Banks poised to consolidate SIPP Market". Professional Adviser. Retrieved 5 September 2019.
  4. "Platform focus: Alliance Trust Savings". Money Marketing. 19 June 2014. Retrieved 14 July 2014.
  5. Selby, Tom (8 May 2014). "Curtis Banks reveals details of £7m ATS Sipp acquisition". Money Marketing. Retrieved 14 July 2014.
  6. Robins, William (19 October 2012). "Curtis Banks buys £3bn Alliance Trust Sipp business". New Model Adviser. Retrieved 14 July 2014.
  7. https://citywire.co.uk/new-model-adviser/news/curtis-banks-chief-steps-aside-for-suffolk-life-boss/a1152342
  8. Turton, Jennifer (22 January 2019). "FT Adviser". FT Adviser.
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