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Curtis Banks

Will Self, the CEO of major SIPP provider Curtis Banks since 2019, has left the company with immediate effect.

SIPP provider Curtis Banks has added a series of tools and calculators to help Financial Planners tackle complex pension calculations.

Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.

Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.

SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544.

SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.

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.

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