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.
Bristol, GB
Size (employees)
239 (est)+20%
Curtis Banks was founded in 2009 and is headquartered in Bristol, GB
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Key People/Management at Curtis Banks

Rupert Curtis

Rupert Curtis

Paul Tarran

Paul Tarran

Will Self

Will Self

Deputy Chief Executive Officer
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 Market Harborough
Bristol, GB (HQ)
Temple Quay 3 Temple Back E
Dundee, GB
Floor 10 City House Overgate Centre
Market Harborough, GB
Pointon York House Welland Business Park
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Curtis Banks Financials and Metrics

Curtis Banks Financials

Curtis Banks's revenue was reported to be £20.75 m in FY, 2017

Revenue (FY, 2017)

20.8 m

Net income (FY, 2017)

2 m

EBITDA (FY, 2017)

2.9 m

EBIT (FY, 2017)

1.8 m

Market capitalization (31-Oct-2017)

168.8 m

Closing share price (31-Oct-2017)


Cash (31-Dec-2017)

10.1 m
Curtis Banks's current market capitalization is £168.8 m.
GBPFY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017


636.8 k1.8 m3.2 m8.8 m9.9 m16.8 m19.1 m20.8 m

Revenue growth, %


Operating expense total

1.1 m1.5 m2.4 m5.4 m6.7 m11.7 m14.8 m19 m


(58.2 k)(414.5 k)318.2 k3.9 m6.1 m5.4 m2.9 m
GBPFY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017


265.7 k171.6 k51.8 k941.1 k2.5 m2.6 m2.7 m7.3 m10.1 m

Accounts Receivable

93.1 k433.3 k274 k674.9 k990.4 k2.3 m2.3 m2.6 m

Current Assets

286.6 k404 k641.1 k1.7 m4.1 m5.7 m6.7 m12.2 m15.4 m


10.1 k30.1 k111.5 k112.6 k362.9 k1.1 m672 k623 k758 k
GBPFY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Net Income

(47.2 k)(369.6 k)119.9 k709.8 k2.4 m2.5 m4.1 m3.9 m2 m

Cash From Operating Activities

(19.2 k)(452.1 k)149 1.2 m

Dividends Paid

24 k1.2 m224.7 k3.6 m1 m2.5 m

Cash From Financing Activities

295 k
GBPY, 2017


86.8 k

Financial Leverage

1.6 x
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