Displaying items by tag: Curtis Banks
Dunstan Thomas founder takes senior role in Curtis Banks
Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
Advisers frustrated by provider expression of wishes process
Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.
Curtis Banks reports 2,500 drop in SIPP numbers
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.
Curtis Banks hires exec for SSAS unit growth
SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.
Curtis Banks backs charity fighting generational 'inequality'
Curtis Banks has partnered with the Intergenerational Foundation, a charity focusing on tackling wealth unfairness between generations.
Profits hold steady as revenue rises at Curtis Banks
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.
SIPP commercial property queries jump 56%
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.
Curtis Banks sees rise in SIPPs after takeovers
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 named in FCA complaints data
Curtis Banks was in the top 10 of complained to companies, according to the latest complaints data from the FCA.
Curtis Banks AUA rises 11% following acquisitions
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.