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
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Account Commission Enquiry
I rang customer services and spoke to Steven Lawson who was available after a short wait . Information was confirmed quickly and efficiently in a friendly manner.
28 October 2025
Unprompted review
Reply from Curtis Banks
Dear Charles,
We’re glad to hear that Steven was able to assist you so quickly and efficiently, and that his friendly approach made the experience a positive one.
Kind regards,
Brad S
What a shabby outfit
What a shabby outfit. The level of service and communication is appalling.
I have been trying to liquidate my investments for nearly a year….
18 November 2025
Unprompted review
Reply from Curtis Banks
Dear Jane,
We’re very sorry to hear about the difficulties you’ve experienced — this is not the level of service we aim to deliver, and we understand how frustrating this must have been. So we can look into your case properly and help resolve things as quickly as possible, please contact us at sippsupportteam@curtisbanks.co.uk. Thank you for bringing this to our attention.
Kind regards,
Brad S
Holly was professional and efficient in…
Holly was professional and efficient in dealing with my questions.
13 November 2025
Unprompted review
Reply from Curtis Banks
Dear Mike,
Thank you for your review of Holly's service.
Kind regards,
Brad S
Phone call query
My call was answered promptly by Holly who was pleasant and friendly. She dealt with my questions, giving me the information I needed quickly and efficiently.
12 November 2025
Unprompted review
Reply from Curtis Banks
Dear Mrs Fisher,
We’re pleased to hear that Holly provided such prompt, friendly, and efficient service, ensuring you received the information you needed without delay.
Kind regards,
Brad S
Very helpful advisor
Phone call was picked up quickly and the relevant information given straightaway. The advisor, V Lawson, explained the whole process for the transaction in question and explained the process for future requests.
It's great to make a call and find someone who can deal with your request quickly and concisely
12 November 2025
Unprompted review
Reply from Curtis Banks
Dear David, We’re delighted to hear that Steven was able to assist you so efficiently and clearly. It’s great to know your call was handled promptly and that you received all the information you needed.
Kind regards,
Brad S
Absolutely fantastic support
Absolutely fantastic support
Extremely helpful person who explained clearly the actions I needed to take regarding accessing my pension fund.
11 November 2025
Unprompted review
Reply from Curtis Banks
Dear Jonathan,
It’s wonderful to hear that our team member provided such clear and helpful guidance to support you with your pension fund. We’re so pleased you had a positive experience.
Kind regards,
Brad S
Veneta Popova Was excellent in locating…
Veneta Popova Was excellent in locating my funds and had a great personality really genuine and caring. 10 out of 10
10 November 2025
Unprompted review
Reply from Curtis Banks
Dear Peter,
Thank you for taking the time out to leave us this review.
We really appreciate the feedback on Veneta and we will be sure to pass your kind words on to her.
Kind regards
James H
Steve Price was extremely helpful and…
Steve Price was extremely helpful and friendly over the phone
7 November 2025
Unprompted review
Reply from Curtis Banks
Good morning,
Thank you for taking the time out to leave us this review.
We are happy to hear how helpful you found Steve and we will be sure to pass your kind words on to him.
Kind regards
James H
Poor communication
They require you to communicate through their portal which would be fine if only I could access it. This has been going on for years, their responses to emails are so slow it took around 3 weeks to send me a link to change a password (which incidentally I have not forgotten but it does not work hence the request to change) when the link finally arrived a message came up as before 'Error Incorrect recovery link' I give up, I need a decent company to look after my SASS - any recommendations?
6 November 2025
Unprompted review
Reply from Curtis Banks
Dear Lesley, We’re very sorry to hear about the difficulties you’ve had accessing the portal and the frustration this has caused. This isn’t the experience we want for our clients. Your comments have been passed to the relevant department to review and resolve the issue as quickly as possible. Thank you for bringing this to our attention — we appreciate your patience while we work to put things right. Kind regards. Brad S
I found Vennie to be extremely helpful
I found Vennie to be extremely helpful, her endless patience and professional attitude explained and took me through the process step by step and allayed all my concerns.
5 November 2025
Unprompted review
Reply from Curtis Banks
Good afternoon,
We’re glad Vennie was able to help, patiently guiding you through the process and addressing your concerns with professionalism. Thank you for sharing your feedback.
Kind regards,
Brad S
Great experience today
I spoke to Holly this morning who was so cheerful and ready to help. She attended to my request within no time at all - great service.
5 November 2025
Unprompted review
Reply from Curtis Banks
Dear Sharron,
It’s great to hear that Holly provided such cheerful and efficient service, resolving your request so quickly. We’re glad she made your experience a positive one.
Kind regards,
Brad Simmonds
Change of details
Holly Sanderson answered all my questions with efficiency today.
I would certainly recommend Curtis Bank.
5 November 2025
Unprompted review
Reply from Curtis Banks
Dear Judith,
We’re delighted to hear that Holly was able to answer all your questions so efficiently. It’s wonderful to know you’d recommend Curtis Banks — thank you for your kind words.
Kind regards,
Brad Simmonds
I need to crystalise the value of my SIPP.
I need to crystalise the value of my SIPP quickly and phoned the Benefits Team. I was emailed the correct form however needed assistance over the phone to complete this. I spoke to Harry Pearson. He was excellent. Well worth the 5 stars. I hope I can receive the cash within then next 3 weeks due to this help with the paperwork. Thank you Curtis Banks and Harry Pearson.
30 October 2025
Unprompted review
Reply from Curtis Banks
Good morning,
Thank you for your 5 star review, we really appreciate the feedback.
We will pass your kind compliments on to Harry who will be thrilled to hear this.
Kind regards
James H
Great response from Stephen Lawson
Stephen Lawson played a blinder & is ten out of ten
3 November 2025
Unprompted review
Reply from Curtis Banks
Dear Linda,
It's Great to hear that Stephen delivered such excellent service. We’ll be sure to pass your kind words on to him.
Kind regards,
Brad S
CURTIS BANKS IS AWFUL
STILL NO PROGRESS
I wrote to SIPP SUPPORT as you suggested and got no response
Nothing received despite Curtis Bank response
This is latest comment on ongoing saga and series of complaints
My tenant and I are confused about e mails from property credit control which are badly written and confuse different issues
I spoke to someone in property insurance at 09.53 on Thursday. He promised to e mail me and my tenant the invoice.
Nothing was received
I talked to customer services as Nucleus and Curtis advised in Trust Pilot earlier in the week who said they could NOT help.
1 November 2025
Unprompted review
Reply from Curtis Banks
Dear Jerome,
We’re very sorry for the confusion and frustration caused by the earlier communications. We completely understand how disappointing this experience must have been. I can confirm that the invoice was emailed to you last week as requested, and we hope this helps to resolve the matter. If there’s anything more we can do to assist, please don’t hesitate to get in touch on sippsupportteam@curtisbanks.co.uk. Kind regards, Brad S
technical issue
I had a technical problem, and I spoke to Alex who really exceeded my expectations. He went above and beyond to assist me.
31 October 2025
Unprompted review
Reply from Curtis Banks
Dear Rachel,
It’s great to hear that Alex went above and beyond to resolve your technical issue — we’re pleased he exceeded your expectations and provided such excellent support.
Kind regards,
Brad S
Steven Lawson was exceptionally helpful…
Steven Lawson was exceptionally helpful and courteous in helping me resolve my queries today. Friendly and took time to answer some ancillary questions as well. If only other financial services support could match this
31 October 2025
Unprompted review
Reply from Curtis Banks
Dear Robert,
We’re delighted to hear that Steven provided such courteous and thorough assistance, taking the time to answer all your questions. It’s great to know his friendly approach made such a positive impression.
Kind regards,
Brad S
Very helpful and easy to deal with
Very helpful and easy to deal with
Steven Lawson very quick to get to what I needed and helped me work out what was needed to be done.
29 October 2025
Unprompted review
Reply from Curtis Banks
Dear Jon,
Thank you for leaving us this 5 star review.
We are happy to hear how helpful you found Steven.
Kind regards
James H
SIPP tax free lump sum withdrawal - progress request
I am in the process of taking a tax free lump sum from my SIPP. I contacted Curtis Banks today, 28th October 2025, to find out how the process is progressing. I spoke to Steven; he was efficient and quickly got me an update. I cannot fault the service.
28 October 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 Steven.
Kind regards
James H
Great customer service
I spoke to Steven Lawson with regard to
Withdrawing funds
I was a little confused with the form.
He put me at ease straight away and talked me through the paperwork needed
He was so helpful and informative and a pleasure to deal with
28 October 2025
Unprompted review
Reply from Curtis Banks
Dear Sue,
Thank you for taking the time out to leave us this review.
We will be sure to pass your kind words on to Steven.
Kind regards
James H
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