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The company delivers self invested pension products in the market, from the simple and straightforward to the complex and bespoke. Curtis Banks provides personal service to advisers through dedicated team of Account Managers working together with experienced technical experts. Management team has been involved with SSASs since 1977 and SIPPs since 1995, giving senior experience that is almost unrivalled amongst our peers. The team of the company is supported by cutting edge technology, providing the clients access to simple and robust dealing as well as secure 24/7 online valuations.
HQBristol, GB
Employee Ratings2.6

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Latest Updates

Employees (est.) (Jan 2017)239(+20%)
Revenue (FY, 2018)£21.9 M(+6%)
Share Price (Oct 2017)£3.1

Key People/Management at Curtis Banks

Will Self

Will Self

Jane Ridgley

Jane Ridgley

Paul Tarran

Paul Tarran

Chris MacDonald

Chris MacDonald

Bill Rattray

Bill Rattray

Non-Executive Director
Jules Hydleman

Jules Hydleman

Non-Executive Director
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Curtis Banks Office Locations

Curtis Banks has offices in Bristol, Dundee and Ipswich
Bristol, GB (HQ)
Temple Quay 3 Temple Back E
Dundee, GB
Suite 3, West Port House, 144 W Marketgait
Ipswich, GB
153 Princes St
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Curtis Banks Financials and Metrics

Curtis Banks Revenue

Curtis Banks's revenue was reported to be £21.92 m in FY, 2018

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Closing stock price (31-Oct-2017)


Cash (31-Dec-2018)

Curtis Banks's current market capitalization is £168.8 m.
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Financial Leverage

1.5 x
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Curtis Banks Online and Social Media Presence

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Curtis Banks Blogs

2019 Financial Adviser Service Awards

We are delighted to announce our success at the 2019 Financial Adviser Service Awards where we received the ‘Most improved provider’ award in the Life and Pensions category and were awarded a 4 star (out of 5) service rating. Source

Over 50% of adviser queries are on death benefits rules

Over half of the technical queries we’ve received in the past month were on death benefits rules which are proving complex for advisers and their clients to understand. Read more in FT Adviser, Professional Adviser and SIPPs Professional. Source

Walker Cambria Quarterly Seminar

We are delighted to be partnering with Walker Cambria to invite you to the Walker Cambria Quarterly Seminar on 11 October at The Village Hotel, Cardiff. We will outline the benefits of holding commercial property in a SIPP, and get the latest updates from JP Morgan Global Macro Opportunities and Lon…

Money Marketing Interactive

We are delighted to be sponsoring and exhibiting at Money Marketing Interactive in Harrogate this Thursday 12 September. Group Sales Director Dave Stratton will join a panel debate looking at 30 years of the SIPP and the way forward. Dave will discuss how  SIPPs have evolved as they reach their 30-y…

Proactive Investors

Curtis Banks CEO Will Self spoke with Proactive London to discuss the Curtis Banks Group’s growth in sales profits and dividend following the Group’s interim results to June 2019. Watch the full video here. Source

Curtis Banks announces 2019 interim results

Curtis Banks is delighted to announce its 2019 Interim Results this morning. Read coverage from Money Marketing and Insider Media regarding the results. You can also read our Interim Report and Financials Statements 2019 and view our Interim Results Presentation 2019 for further details. Source
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Curtis Banks Frequently Asked Questions

  • When was Curtis Banks founded?

    Curtis Banks was founded in 2009.

  • Who are Curtis Banks key executives?

    Curtis Banks's key executives are Will Self, Jane Ridgley and Paul Tarran.

  • How many employees does Curtis Banks have?

    Curtis Banks has 239 employees.

  • What is Curtis Banks revenue?

    Latest Curtis Banks annual revenue is £21.9 m.

  • What is Curtis Banks revenue per employee?

    Latest Curtis Banks revenue per employee is £91.7 k.

  • Who are Curtis Banks competitors?

    Competitors of Curtis Banks include Coronation, Huntswood and Law Debenture Corporation.

  • Where is Curtis Banks headquarters?

    Curtis Banks headquarters is located at Temple Quay 3 Temple Back E, Bristol.

  • Where are Curtis Banks offices?

    Curtis Banks has offices in Bristol, Dundee and Ipswich.

  • How many offices does Curtis Banks have?

    Curtis Banks has 3 offices.