OverviewSuggest Edit

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 Ratings2.4

Latest Updates

Employees (est.) (Dec 2020)217(-62%)
Revenue (FY, 2018)£21.9 M(+6%)
Share Price (Jan 2021)£2.3 (+3%)
Cybersecurity ratingDMore

Key People/Management at Curtis Banks

Will Self

Will Self

Chief Executive Officer, Board Member
Jane Ridgley

Jane Ridgley

Chief Operating Officer, Board Member
Dan Cowland

Dan Cowland

Chief Financial Officer, Board Member
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

Revenue (FY, 2018)


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Market capitalization (15-Jan-2021)


Closing stock price (15-Jan-2021)


Cash (31-Dec-2018)

Curtis Banks's current market capitalization is £152.1 m.
GBPFY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018



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GBPFY, 2009

Financial Leverage

105.1 x
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Curtis Banks Cybersecurity Score

Cybersecurity ratingPremium dataset



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Curtis Banks Online and Social Media Presence

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Curtis Banks Blogs

Curtis Banks appoints Jill Lucas as a Non-Executive Director

We are delighted to announce Jill Lucas has been appointed as a Non-Executive Director for Curtis Banks as we continue to develop our business and strengthen our experience in technology. Jill has also been appointed as Chair of Dunstan Thomas. Read more details in Money Marketing. Source

Group CEO Will Self’s 2021 outlook for SIPPs

Curtis Banks Group CEO Will Self looks at what the SIPP market might see in 2021, including a greater focus on technology, technological advancements and providers proactively investing in their businesses. Read Will’s full 2021 outlook in Professional Paraplanner. Source

Providers must continue digital evolution to cater for intermediaries

Pension Technical Manager Jessica List discusses why pension providers must evolve and improve their technology, online solutions and processes without being prompted by external factors in 2021 and why adapting to advisers’ technology needs will be important in the coming years as clients’ retireme…

Top tips of 2020 and looking forward to 2021 – Curtis Banks webinar, 27 January, 2021

We are delighted to invite you to join us for our first webinar of 2021 – ‘Top tips of 2020 and looking forward to 2021’. Register for the webinar which will be the first combined session from our technical experts Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster. Jess…

The risk of forgetting an expression of wishes

Pension Technical Manager Jessica List uses a case study to emphasise the importance of making an expression of wishes. Read the full case study in Professional Adviser. Source

Death benefits – How to manage conflict over asset distribution

Pension Technical Manager Jessica List adds commentary on death benefits in an article looking at the conflicting interests advisers may need to manage when it comes to passing on wealth between generations. The comments in the article ‘How to manage conflict over asset distribution’ are part of FTA…
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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 Dan Cowland.

  • How many employees does Curtis Banks have?

    Curtis Banks has 217 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 £101 k.

  • Who are Curtis Banks competitors?

    Competitors of Curtis Banks include CaixaBank, Coronation and Huntswood.

  • 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.