Finally after 4 months my request has been sorted out for the tax free cash. Communication is minimum here, especially as these matters are complicated and something most folk wouldn’t encounter.... See more
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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... See more
Company replied
I rang Curtis Banks regarding my SIPP and Holly Sanderson was particularly helpful. She explained how she could email a form that needed my full details including my signature and also my SIPP pro... See more
Company replied
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... See more
Company replied
Company details
Written by the company
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.
Contact info
3 Temple Quay, BS1 6DZ, Bristol, United Kingdom
- www.curtisbanks.co.uk
4.3
Excellent
2K reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically replies within 48 hours
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Pension Payment Query…
I spoke with Holly last Monday & she was incredibly helpful in resolving when my one off pension payment would be made in October.
I was very impressed with her manner in handling my query
29 September 2025
Unprompted review
Reply from Curtis Banks
Dear Andrew,
Thank you for taking the time out to write this review, we are happy to hear how helpful Holly was in resolving your pension payment.
We will be sure to pass your kind words on to her.
Kind regards
James H
Alex was most helpful and when i…
Alex was most helpful and when i couldnt find what i was looking for online he kindly e mailed me the relevant documentation within 10 mins of my call
3 October 2025
Unprompted review
Reply from Curtis Banks
Dear Len,
Thank you for taking the time out to leave us a 5 star review. We are happy to hear how helpful you found Alex, and we will be sure to pass your kind words on to him.
Kind regards
James H
Martine Dampare very helpful
Martine Dampare was very helpful and provided me with all of the information I requireed.
2 October 2025
Unprompted review
Reply from Curtis Banks
Dear Lindy,
Thanks for taking the time to leave us this review.
We will pass your kind words on to Martine.
Please get in touch if we can help with anything else.
Kind regards
James H
Had a great experience
Had a great experience, wait time was minimal which is always appreciated and customer service where informative and professional. Very happy with the service, my handler was Martine :)
2 October 2025
Unprompted review
Reply from Curtis Banks
Good morning,
Thank you for taking the time to leave us this review, we are happy to hear how Martine was professional and informative. We will be sure to pass your kind words on to her.
Kind regards
James H
Quick, informed, helpful
Dealt with Steven Lawson. Quick response on the phone, well-informed advice, courteous & helpful
1 October 2025
Unprompted review
Reply from Curtis Banks
Dear Roderick,
Thank you for taking the time to leave us this review, we are happy to hear how helpful and well informed you found Steven, we will be sure to pass your kind words on to him.
Kind regards
James H
Quick Response time
Quick Response time. Excellent helpful advice from Steven Lawson
30 September 2025
Unprompted review
Reply from Curtis Banks
Dear Michael,
Thank you for taking the time out to leave us this review.
We greatly appreciate the feedback and we will be sure to pass on your kind words to Steven.
Kind regards
James H
Very impressed and grateful
I called Curtis Banks today for some guidance on drawing down some of my pension. I was dealt with by Chloe Etherington who was incredibly helpful and personable and provided me with all I needed. Very impressed and grateful to Chloe, for all her help.
29 September 2025
Unprompted review
Reply from Curtis Banks
Dear Mark,
Thanks for leaving us this 5 star review, its great to hear how helpful and personal you found Chloe, We will be sure to pass this on to her, she will be thrilled with the feedback.
Kind regards
James H
Excellent service from Martine
I had a query and spoke to Martine Dampare who was very helpful and experienced as she did not have to refer to anyone else to answer my query. All my questions were answered and options were given to me to make my choice. Martine explained exactly what I needed to do and time lines
16 September 2025
Unprompted review
Reply from Curtis Banks
Dear Heather,
Thanks for leaving us this review. We really appreciate the feedback and we will be sure to pass this on to Martine.
Please reach out if you require anything else.
Kind regards
James H
Great straight forward experience
spoke to harry from your team regarding trouble creating an illustration, he was very helpful and anything he didn't know, he went and confirmed with another team member. He went out his way to triple check the info he gave to me and overall made the experience very pleasant. Everything was resolved, Great job!
26 September 2025
Unprompted review
Reply from Curtis Banks
Dear Karan,
Thank you for taking the time to leave us this review.
We are happy to hear how helpful you found Harry, we will be sure to pass on your kind words to him.
Kind regards
James H
Benefit questions
Holly was very polite, efficient and dealt with my queries effectively. Couldn’t expect more.
26 September 2025
Unprompted review
Reply from Curtis Banks
Dear Roger,
Thank you for taking the time to leave us a 5 star review.
We will pass your kind words on to Holly.
Kind regards
James H
Holly was a great help on the phone…
Holly was a great help on the phone today
25 September 2025
Unprompted review
Reply from Curtis Banks
Dear Cian,
Thank you for your kind words about Holly, we will be sure to pass this on to her.
Kind regards
James H
Holly was very helpful and efficient
25 September 2025
Unprompted review
Reply from Curtis Banks
Dear Karyl,
Thanks for this review, we are glad to hear how helpful and efficient you found Holly.
Please get in touch if we can help with anything else.
Kind regards
James H
Harry Pearson and Josh Cunrunmi-
Harry Pearson and Josh Cunrunmi-
Absolutely fantastic service from Josh who was determined to resolve a Login problem. Talked mw through the whole process and knew to refer to Josh for the solution. Waited on the line to check the problem was solved and was polite and friendly. I would score 6 stars if possible. Thank you so much for all your help.
25 September 2025
Unprompted review
Reply from Curtis Banks
Dear Paul,
Thank you for taking the time to leave us a 5 star review.
We are happy to hear how helpful you found Josh & Harry, and we will be sure to pass your kind words on to them.
Kind regards
James H
I JUST DEALT WITH LEWIS KINGDOM WHO WAS…
I JUST DEALT WITH LEWIS KINGDOM WHO WAS VERY HELPFUL IN DEALING WITH MY QUESTIONS
25 September 2025
Unprompted review
Reply from Curtis Banks
Dear Neil,
Thank you for your review.
We are happy to hear you found Lewis helpful and we will pass your kind words on to him.
Kind regards
James H
Holly was extremely helpful ( and…
Holly was extremely helpful ( and patient!).
25 September 2025
Unprompted review
Reply from Curtis Banks
Dear Nick,
Thank you for taking the time out to leave us this review.
We will pass your kind words on to Holly.
Kind regards
James H
Harry Pearsonwas very polite
Harry Pearsonwas very polite, apologising for the delay with getting through. He was clear and helpful, it was an easy call and discussion to get my request actioned, he understood exactly what I wanted and why.
24 September 2025
Unprompted review
Reply from Curtis Banks
Dear Emma,
Thank you for taking the time to leave us this 5 star review.
We are happy to hear how helpful and polite you found Harry, we will be sure to pass on your feedback to him.
kind regards
James H
Efficient & helpful
The call handler was very pleasant and helpful. Followed up the call with a confirmation of actions taken email.
24 September 2025
Unprompted review
Reply from Curtis Banks
Dear Stephanie,
Thank you for taking the time out to leave us this review.
Its great to hear about the wonderful service your received.
Kind regards
James H
This was my first call for many years
This was my first call for many years. I wanted to understand some figures on monthly payments from my SIPP. Veneta has arranged for a member of the relevant team to call me within 48 hours. She was efficient and helpful.
24 September 2025
Unprompted review
Reply from Curtis Banks
Dear David,
Thank you for taking the time out to leave us this review.
We will be sure to pass your kind words on to Veneta.
Please get in touch if you require anything else.
Kind regards
James H
Prompt, friendly support
I was answered immediately by a support advisor named Steven Lawson. He was friendly and helpful and able to answer my questions clearly and promptly.
23 September 2025
Unprompted review
Reply from Curtis Banks
Good morning,
Thank you for giving us a 5* review.
We greatly appreciate the feedback you have provided.
Steven will be pleased to hear that you found them to be excellent.
Kind regards,
James H
Reply from Curtis Banks
Dear Leon.
Thank you for your 5 star review.
Please get in touch if you need anything else.
Kind regards
James H
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