Curtis Banks Reviews 1,541

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

Today I contacted C.B. in order to clarify a situation prior to my appointment with my financial adviser tomorrow morning. The lady was very helpful & understanding. I received an email confirming t... See more

Stephen was superb - took the time to ensure he understood my question. Took time to research the facts, gave a very clear answer, followed it up with a clear email. A minor issue - the corollary of... See more

I phoned Curtis Banks on 3 occasions for advice regarding the process for disinvestment of 25% tax free cash from my SIPP. On 30th Sept I was assisted by Harry and Martine, and on 1st October I was a... See more

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.... See more

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

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... See more

A very short wait to speak with someone which is amazing compared with the majority of financial institutions that I deal with day to day. Martine was very helpful and managed to give me the informati... See more

I have called through twice and spoken with Beatriz Santos who has been extremely helpful and prompt with her assistance. She solved my queries efficiently and kindly and actioned her email whilst wer... See more

Holly helped me today with my queries about a client's SIPP. She understood perfectly my queries, to which she replied accurately and fast. She also had a positive attitude.

I spent a long time explaining & sorting various issues regarding my pension arrangements today. I spoke to Tom Butcher, who I've not spoken to up until today. He was first class in his understandin... See more

Today I spoke with Beatriz Santos with questions about sales of my pension assets and the drawdown procedure. She was 100% efficient with her answers. Hence the 5-star rating. The only negative was th... See more

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. Ver... See more

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... See more

I had a very productive support call with Stephen Lawson today. His service was exemplary, helping me understand all of the issues I was inquiring about in a calm and unrushed manner.

I am an adviser of over 30 years and well versed in pensions and property purchase within. I have recently had a a particularly tricky case and was lucky enough to be put through to Joshua Kunrunmi. J... See more

I have been dealing with Brad Simmonds on the Curtis Banks Support Team. Getting on somewhat in age I find a lot of the modern technology and communication protocols very difficult to follow and utili... See more

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.... See more

The advisor (Steven Lawson) gave clear information, was very polite and was able to provide what I was looking for regarding drawdown and how crystallisation works. He also provided clear information... See more

I work for a Financial Adviser and needed more information on the product. I spoke to a gentleman called Harry P. He made me feel comfortable asking various questions and did a great job finding the i... See more

Spoke to Harry Pearson today with regards to some back dated valuations. Very friendly and very helpful. I wish all pension/investment providers were as helpful. Thanks Harry!

I spoke to Martine who was beyond helpful, knowledgeable and nothing was too much trouble. She also chased the new business team on something we were waiting for which was beyond her remit. Thank y... See more

I spoke with Steve Price who helped talk me through creating an illustration I had not done before. He was very knowledgeable about the system and answered all of my questions regarding lead times on... See more

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 wan... See more

Really good, clear help from Harry for which we were truely grateful. His patience and knowledge was very professional.

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 e... See more

Venetia was extremely helpful and spent a long time explaining how to do something. She was very patient.

I spoke with Steven Lawson at their office following taking over an unusual pension as a Financial Planner. He was helpful, courteous and provided helpful expectations for when the issues could be res... See more

A much improved customer service from Curtis Banks. Particular thanks to Stephen Lawson who was extremely helpful and very professional.

I spoke to Harry today for some queries on a clients account and he was professional and super helpful.

I spoke to Steve Price who was incredibly efficient, helpful and proactive in dealing with my request. Thank you!

Martine took endless care in helping me complete and return a long Funds Release form

Had questions about filling a pensions form out and Beatriz Santos was extremely helpful and answered all my questions

I called and spoke with Stephen Lawson regarding my SIPP who was extremely knowledgeable and very helpful with what I thought was a tricky technical question relating to tfc withdrawal from a property... See more

I spoke to Holly Sanderson at Curtis Banks this afternoon and found her to be very helpful and informative giving detailed and concise information with regard to my queries.

Timothy was thorough and personable in giving his advice to me