Bookmark Us

Curtis Banks has partnered with the Intergenerational Foundation, a charity focusing on tackling wealth unfairness between generations.

Revenue increased 29.4% to £31.7m at SIPP provider Curtis Banks for the first half of 2021, but adjusted profit before tax remained steady at £6.3m.

Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.

Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.

Curtis Banks was in the top 10 of complained to companies, according to the latest complaints data from the FCA.

Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.

SIPP provider Curtis Banks has revealed the top technical queries its support team received in 2020.

SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of the SIPP provider's fintech Dunstan Thomas.

SIPP provider Curtis Banks is to raise SIPP fees substantially in a major overhaul of its charges and the interest it pays on SIPP cash accounts.

SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.

Page 1 of 6

News from Twitter