I would like to leave feedback regarding fantastic customer service and assistance that Steven Lawson provided when dealing with my query. He was able to resolve my issue, offered solutions and follow... Voir plus
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I would strongly recommend anyone looking at using Curtis Bank doesn't. Having been with them for a number of years i can safely say the trust that i do NOT trust them with my money. I sold a proper... Voir plus
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I called Curtis Banks with a personal query which was quickly, and ably, dealt with by Harry Pearson. It wasn't a straightforward request and he did need to put me on a short hold for clarification.... Voir plus
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A long wait to speak to someone, although understandable in the current climate, but when I did connect with the team I spoke to Harry Pearson. Extremely helpful and without doubt the best person I ha... Voir plus
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À propos de l'entreprise
Écrit par l'entreprise
At Curtis Banks we are proud to look after the retirement funds of over 78,500 clients, with £35.8bn of assets under administration. Specialising in SIPP and SSAS, we want to lead the way in self-invested pensions. Founded in 2009 we have a wealth of expertise to help advisers manage their clients’ future, their way with a focus on robust service, modern technology and innovation. We provide all the choice and flexibility required to suit the modern world of retirement and build bespoke retirement plans that can adapt as clients’ needs change. Your future. Our focus. We understand that things like personal circumstances, life altering events, or health can sometimes mean our customers need some extra support from us. For more information on the support we can provide please visit https://nucleusfinancial.com/supporting-customers or speak to one of our team.
Coordonnées de contact
3 Temple Quay, BS1 6DZ, Bristol, Royaume-Uni
- www.curtisbanks.co.uk
4,4
Excellent
2 k avis
A répondu à 100 % de ses avis négatifs
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Avoid!
I would strongly recommend anyone looking at using Curtis Bank doesn't.
Having been with them for a number of years i can safely say the trust that i do NOT trust them with my money.
I sold a property in Jan/Feb and its now the end of April and the money is still not showing correctly in my account. We are at the point of having to contact them daily to push for whats needed. But it does seem possible.
1 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Tom
Thank you for taking the time to share your feedback. We are sorry to hear about your experience and understand how frustrating delays and the need for repeated follow-up can be, especially when dealing with funds from a property sale.
Providing clear communication and timely service is very important to us, and we regret that this has not been your experience on this occasion.
As mentioned in our previous correspondence, we have offered to formally raise your concerns as a complaint so that our dedicated complaints team can fully investigate the matter and work with the relevant department to resolve this for you as quickly as possible.
We would welcome the opportunity to put this right. Please contact us directly with your complaint details and desired outcome so we can progress this immediately.
Kind regards,
Brad S
Reading other disgruntled customers it…
Reading other disgruntled customers it seems I am not alone with trying to draw down tax free cash. Phoned recently to see why it was so slow to be told they’ve tried to contact me as my financial adviser was not registered. Well you didn’t, you have my email and phone number. They have told me my property needs valuation, that’s odd as the cash is in my account so what has a valuation got to do with it?
Seems there is an ethos of trying to avoid paying out by dragging it out.
Phone call today again, more wasted time and aggro.
15 avril 2026
Avis spontané
Réponse : Curtis Banks
Dear Robert,
Thank you for your review. We’re sorry to hear about your experience and appreciate how frustrating delays and unclear communication around your tax-free cash request must be.
We understand your concerns regarding the information provided and the time taken, and this is not the level of service we aim to deliver. Your comments have been shared with the relevant team to review.
So we can look into your case in detail and provide clarity, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you further.
Kind regards,
Brad S
Scraping the bottom of the barrel with these people
I have a SIPP with this excuse for a pension provider. The service is rock bottom. - every department, from Credit Control to the so-called Client Relations, is hopeless. They make endless errors, staff cannot do their jobs effectively and rarely apologise for their shortcomings. Wait times for a reply to an email, even when they've made a glaring error that should be addressed immediately, are shockingly long (the response is that they are undergoing temporary staffing shortages - they've had this message on their email for about 5 years now!)
When they were Suffolk Life, service was poor enough, but since becoming Curtis Banks, they could fall no lower. I spend hours checking and correcting errors made - they should be paying me for my time wasted.
Look anywhere but at Curtis Banks to put your pension in safe hands, they are so awful, they should be closed down...
2 avril 2026
Avis spontané
Réponse : Curtis Banks
Dear Julie,
Thank you for your feedback. We’re sorry to hear about your experience and the concerns you’ve raised regarding service levels, errors, and response times.
This is not the standard we aim to deliver, and we take comments like yours seriously, particularly where they relate to ongoing issues. Your feedback has been shared with the relevant teams to review.
If you would like us to look into your specific case in more detail, please contact sippsupportteam@curtisbanks.co.uk
with your plan details so we can investigate and provide further assistance.
Kind regards,
Brad S
Outstanding customer service
I would like to leave feedback regarding fantastic customer service and assistance that Steven Lawson provided when dealing with my query. He was able to resolve my issue, offered solutions and followed it up with a phone call. He brought clarity to a cloudy matter and he appreciated the need for immediate action. Much appreciated. Thank you.
25 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Mark,
Thank you so much for your 5‑star review!
We’re really glad to hear you had a great experience with our customer service team. Providing helpful, friendly support is something we take a lot of pride in, so your feedback means a lot to us.
Kind Regards,
Alex F
Réponse : Curtis Banks
Good afternoon,
We’re delighted to hear you received excellent service — thank you for your feedback!
Kind regards,
Brad S
Harry made both my wife and myself very…
Harry made both my wife and myself very happy with his performance
Thankyou for his service
16 mars 2026
Avis spontané
Réponse : Curtis Banks
Dear Peter,
We’re delighted to hear that Harry was most helpful to you and your wife. It’s great to know you received such outstanding customer service — thank you for sharing your experience.
Kind regards,
Curtis Banks
Curtis Banks - unprofessional service
Curtis Banks provide a shockingly unprofessional service. I requested a lump sum payment for a SIPP I inherited, with completed paperwork sent in September 2025. Six months later and I have still not received the money, and have been provided with various conflicting and poor excuses. No updates or communications are provided unless I chase for an update, and even then I don't get a straight answer. Next steps will be a formal complaint to Curtis and then the Ombudsman. Do not waste your time and money investing with Curtis.
12 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Rebecca, We’re very sorry to hear about your experience and understand how frustrating delays and communication issues can be, particularly when you’ve been waiting far longer than expected for responses and updates. This is not the level of service we aim to provide.
Your feedback will be shared with the relevant team to review what has happened. If you would like us to look into your case further and provide an update, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you.
Kind regards,
Danilo Doncic
Outstanding Service
I e mailed Curtis Banks on Sunday and received a reply at 0852 on Monday to answer my question. Brad's customer service was outstanding
10 mars 2026
Avis spontané
Réponse : Curtis Banks
Dear Bakerlite,
We’re delighted to hear that Brad responded so promptly and was able to resolve your query. It’s great to know you received such outstanding customer service — thank you for sharing your experience.
Kind regards,
Curtis Banks
Thank you Vennie.…
Vennie was very patient and helped me renew my password /login procedure and then help me through the payment process so I could understand each part of the payment.
9 mars 2026
Avis spontané
Réponse : Curtis Banks
Dear Ronald,
We’re pleased to hear that Vennie was able to assist you with renewing your login details and guide you through the payment process step by step. It’s great to know her patience and support made everything easier to understand. Thank you for sharing your feedback.
Kind regards, Brad S
Poor service as usual
We had a property owned by you between family members SIPPs. This property was sold on 11 February 2026 and we understand funds where received by Curtis Bank on this day.
It is wholly unacceptable that all of our online portals continue to display inaccurate information, with the property still shown as a scheme asset and the sale proceeds not reflected. This is a basic administrative function that should have been completed promptly upon receipt of the sale proceeds, and the ongoing failure to do so raises serious concerns about the standard of administration being provided for which you are charging us all a significant administrative fee to each of our SIPP for a service not being delivered properly. I would ask you reflect on whether you should be charging us a annual admin fee for a service not being provided properly.
As an FCA-regulated firm, you are obliged to maintain accurate client records. I expect all of our portals to be updated within three working days of receipt of this email. If this is not actioned, I will have no hesitation in submitting a formal complaint and, if necessary, escalating the matter to the Financial Ombudsman Service.
Poor service as normal. I'd avoid these people.
11 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Tom,
Thank you for your review. We understand your concerns regarding the portal information and the visibility of the property sale proceeds, and we appreciate how important accurate and timely record updates are.
So that we can investigate this properly across the relevant plans, please email sippsupportteam@curtisbanks.co.uk with the applicable plan reference number(s) and full details. Once received, the team will review the position and provide clarification. We take feedback regarding administration standards and record accuracy seriously, and we welcome the opportunity to look into this further.
Kind regards,
Brad S
Highly unsuitable for SIPPs
I have had a sipp for many years with Suffolk Life (since the 1990s). It was taken over by Curtis Banks and they don't allow investments in Nasdaq quoted digital asset and technology companies. Despite their stockbroker having allowed the investments for several years today they emailed me out of the blue and told me I had two weeks to divest!! Or transfer out to another provider. To be clear - this isn't a legacy asset problem due to policy changes, the most recent purchases were made after the November 25 FCA rulings - they were made relying on the compliance decisions of Curtis Bank's broker, Stocktrade. I believe it's entirely reasonable for a retail investor to rely on the decision of the sipp providers investment service compliance team when buying or selling stocks.
25 février 2026
Avis spontané
Réponse : Curtis Banks
Good morning,
Thank you for your feedback. We recognise that changes to permitted investment categories can be frustrating, particularly where holdings have been in place for some time.
Investment permissions are subject to periodic review in line with our policy framework and regulatory requirements, and where changes are made, clients are notified with next steps and available options.
If you would like us to review your specific position or provide further clarification, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you directly.
Kind regards,
Brad
Secure portal.
As my parents advised, patience is a virtue - so true.
Tom was extremely patient & calm with an important problem I was having. He remained dedicated to resolving the issues which were concerning me.
A very happy client.
17 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Maurice, We’re really pleased to hear that Tom was able to support you with such patience and care while resolving your issue. It’s great to know his calm and dedicated approach made a positive difference — thank you for sharing your experience. Kind regards, Brad S
Positive actions solved my query
My query was supported and completed in one phone call. Curtis Banks very very helpful understanding that I needed a financial statement for a mortgage application and were able to provide an e-version of a statement that I had previously received in the post.
17 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Robert, We’re delighted to hear that your query was resolved in a single call and that the team was able to provide the statement you needed so promptly. It’s great to know we could support you at an important time with your mortgage application. Thank you for sharing your experience. Kind regards, Brad S
I was dreading calling for some help…
I was dreading calling for some help filling out forms!
Lovely Vinnie made it all so easy and straight forward.
Thank you Vinnie you were a star!
16 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Jenny, We’re so pleased to hear that Veneta was able to make the process feel easy and straightforward for you. It’s great to know she put you at ease and provided such helpful support — we’ll be sure to share your kind feedback with her. Kind regards, Brad S
Helpful Service
Vennie was knowledgeable and helpful when I asked for the costs and charges for a clients plan. She was lovely to talk to.
13 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Leah, We’re pleased to hear that Vennie was able to provide clear and helpful information on your client’s costs and charges. It’s great to know she was a pleasure to speak with — we’ll be sure to pass on your kind feedback. Kind regards, Brad S
Total lack of communication.
Total lack of communication. Email response says reply within 5 working days. now been waiting 3 WEEKS.
Again total lack of communication during tax free cash request which took 7 weeks.
claimed my email was not registered with them despite regularly dealing with me on that email for 7 YEARS.
customer service is non existent.
10 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Brian, We’re very sorry to hear about your experience and understand how frustrating delays and communication issues can be, particularly when you’ve been waiting far longer than expected for responses and updates. This is not the level of service we aim to provide.
Your feedback will be shared with the relevant team to review what has happened. If you would like us to look into your case further and provide an update, please contact sippsupportteam@curtisbanks.co.uk
with your details and we will assist you.
Kind regards,
Brad S
Réponse : Curtis Banks
Dear Mr Pointon,
We’re pleased to hear you found the support helpful and well-informed. Thank you for taking the time to share your feedback.
Kind regards,
Brad S
I must be using a different company to…
I must be using a different company to other reviewers. My experience over many years has been poor. Response times are incredibly slow. Fees are less than transparent.
9 février 2026
Avis spontané
Réponse : Curtis Banks
Dear Robert, We’re sorry to hear that your experience over the years hasn’t met your expectations. This isn’t the level of service we aim to provide, and we understand how frustrating slow response times and concerns around fees can be.
We would welcome the opportunity to look into this further and address your concerns. Please contact sippsupportteam@curtisbanks.co.uk
with your details so a member of the team can review this and assist you.
Kind regards, Brad S
Avoid Curtis Banks , they simply dont care sadly
I have been dealing with Curtis Banks to receive some money from a Sipp.I have emailed the person dealing with this and even after 15 days no reply , when you call the claims team you are not allowed to speak to anyone in it ,instead there is a team who though very polite are a firewall and its only possible to speak to them and never the person dealing with the case . It was only after several calls I was told the money was sitting in the the client account and the money would leave the account on its way to me this week .I asked for a confirmation email which I was told was possible but no email appeared .
Staff behind the front desk firewall dealing with cases I was told are not allowed to take or make phone calls and also I am now told are not allowed to send out confirmation emails either of funds going to be paid which is then compounded by they dont reply to emails that are sent to them in the first place .It makes me think is anyone working at all in these departments ??.It seems a crazy unprofessional way to carry on .Based purely on my experience avoid them at all costs unless you want to have your money tied up with a company that has a company policy of their staff arenot allowed to communicate by phone or email , they clearly dont care and have no wish to deal with things in a easy straightforward manner or should I send a message by telegraph,carrier pigeon or fax as phones and emails dont work in trying to get a conclusion
30 janvier 2026
Avis spontané
Réponse : Curtis Banks
Good afternoon,
We’re very sorry to read about your experience and the frustration caused by delays and poor communication — this is not the standard of service we aim to provide. We understand how concerning it is when you’re waiting for funds and struggling to get clear updates, and we recognise how disappointing this must feel.
Your feedback regarding communication, response times, and accessibility of teams has been shared with the relevant departments for review. If you would like us to look into your case further or provide an update, please contact sippsupportteam@curtisbanks.co.uk
with your details, and a member of the team will assist you.
Thank you for taking the time to raise this — we appreciate the opportunity to review and improve.
Kind regards,
Brad Simmonds
Piyapawn Clarke was exceptionally good…
Piyapawn Clarke was exceptionally good at answering all my questions and checking on other related issues (such as beneficiaries). She was really good at listening and answering very specific questions. I am so glad I called instead of my usual habit of sending secure messages.
26 janvier 2026
Avis spontané
Réponse : Curtis Banks
Dear Mahomud,
It’s great to hear that Piyapawn was able to answer all of your questions so thoroughly and take the time to look into related matters as well. We’re pleased her attentive and clear approach made your call such a positive experience.
Kind regards,
Brad Simmonds
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