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.
| Type | Public | |
| Founded | 2009 | |
| HQ | Bristol, GB | Map |
| Website | curtisbanks.co.uk | |
| Employee Ratings | More |
Key People/Management at Curtis Banks
Will Self
Chief Executive Officer, Board Member
Jane Ridgley
Chief Operating Officer, Board Member
Dan Cowland
Chief Financial Officer, Board Member
Chris MacDonald
Chairman
Bill Rattray
Non-Executive Director
Jules Hydleman
Non-Executive Director
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
Curtis Banks Financials and Metrics
Curtis Banks Revenue
Curtis Banks's revenue was reported to be £21.92 m in FY, 2018
| GBP | |
|---|---|
Revenue (FY, 2018) | 21.9m |
Net income (FY, 2018) | 4.2m |
EBITDA (FY, 2018) | 6.4m |
EBIT (FY, 2018) | 5.1m |
Market capitalization (15-Jan-2021) | 152.1m |
Closing stock price (15-Jan-2021) | 2.3 |
Cash (31-Dec-2018) | 10.5m |
Curtis Banks's current market capitalization is £152.1 m.
| GBP | FY, 2009 | FY, 2010 | FY, 2011 | FY, 2012 | FY, 2013 | FY, 2014 | FY, 2015 | FY, 2016 | FY, 2017 | FY, 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
Revenue | 636.8k | 1.8m | 3.2m | 8.8m | 9.9m | 16.8m | 19.1m | 20.8m | 21.9m | |
Revenue growth, % | 13% | 69% | 14% | |||||||
Operating expense total | 1.1m | 1.5m | 2.4m | 5.4m | 6.7m | 11.7m | 14.8m | 19.0m | 16.8m | |
EBITDA | (58.2k) | (414.5k) | 318.2k | 3.9m | 6.1m | 5.4m | 2.9m | 6.4m |
| GBP | FY, 2009 | FY, 2010 | FY, 2011 | FY, 2012 | FY, 2013 | FY, 2014 | FY, 2015 | FY, 2016 | FY, 2017 | FY, 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
Cash | 265.7k | 171.6k | 51.8k | 941.1k | 2.5m | 2.6m | 2.7m | 7.3m | 10.1m | 10.5m |
Accounts Receivable | 93.1k | 433.3k | 274.0k | 674.9k | 990.4k | 2.3m | 2.3m | 2.6m | 2.7m | |
Current Assets | 286.6k | 404.0k | 641.1k | 1.7m | 4.1m | 5.7m | 6.7m | 12.2m | 15.4m | 16.1m |
PP&E | 10.1k | 30.1k | 111.5k | 112.6k | 362.9k | 1.1m | 672.0k | 623.0k | 758.0k | 634.0k |
| GBP | FY, 2009 | FY, 2010 | FY, 2011 | FY, 2012 | FY, 2013 | FY, 2014 | FY, 2015 | FY, 2016 | FY, 2017 | FY, 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
Net Income | (47.2k) | (369.6k) | 119.9k | 709.8k | 2.4m | 2.5m | 4.1m | 3.9m | 2.0m | 4.2m |
Cash From Operating Activities | (19.2k) | (452.1k) | 149.0 | 1.2m | ||||||
Dividends Paid | 24.0k | 1.2m | 224.7k | 3.6m | 1.0m | 2.5m | 4.0m | |||
Cash From Financing Activities | 295.0k |
| GBP | FY, 2009 |
|---|---|
Financial Leverage | 105.1 x |
Curtis Banks Cybersecurity Score
Curtis Banks Online and Social Media Presence
Curtis Banks's Trends
Curtis Banks Blogs
January 19, 2021
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
January 18, 2021
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
December 31, 2020
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…
December 22, 2020
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…
December 17, 2020
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
December 10, 2020
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…
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.
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