Curtis Banks

Curtis Banks PLC
Public limited company
Founded 2009[1]
Founder
  • Rupert Curtis
  • Chris Banks
Revenue
  • Increase GBP£8.8 million (2013)
  • GBP£3.09 million (2012)
  • Increase GBP£3.4 million (2013)
  • GBP£744,000 (2012)
Number of employees
 Increase125[2]
Website curtisbanks.co.uk

Curtis Banks is a financial services company based in Bristol, United Kingdom and one of the UK's top 5 providers of full Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £5bn of assets under administration.[3] It holds offices in Bristol, Dundee and Leicester.[2]

Since its inception, Curtis Banks is said to have shown "a willingness to take over existing SIPPs",[1] first by acquiring Montpelier Pension Administration Services for £399,999 in May 2011 and then the full SIPP business from Alliance Trust Savings[4] for £7m[5] in January 2013.[6] After the ATS deal, Curtis Banks set up an office in Dundee's City House with around 40 members of staff brought over from Alliance Trust.[2]

References

  1. 1 2 "Curtis Banks". Retrieved 14 July 2014.
  2. 1 2 3 "Profits soar at Curtis Banks". The Courier. 9 May 2014. Retrieved 14 July 2014.
  3. ↑ Robins, William (8 May 2014). "Curtis Banks quadruples Sipp assets to £5bn". New Model Adviser. Retrieved 14 July 2014.
  4. ↑ "Platform focus: Alliance Trust Savings". Money Marketing. 19 June 2014. Retrieved 14 July 2014.
  5. ↑ Selby, Tom (8 May 2014). "Curtis Banks reveals details of £7m ATS Sipp acquisition". Money Marketing. Retrieved 14 July 2014.
  6. ↑ Robins, William (19 October 2012). "Curtis Banks buys £3bn Alliance Trust Sipp business". New Model Adviser. Retrieved 14 July 2014.
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