Curtis Banks Anmeldelser 

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 have communicated with throughout the whole process of dealing with Curtis Banks. Great team member with knowledge and a genuine willingness to help. Thank you.

I have also been with this company since it took over Suffolk Life. I am about to transfer my significant SIPP completely away from them no matter what it costs in transfer fees. Here's why - 7 weeks in advance of the budget (on 14th October) I requested my tax free lump sum. Despite constant pressure from my IFA and myself, despite several reassurances from them that it had been marked as urgent/emergency and even 2 messages saying it had been sorted, it is now the eve of the budget and they have failed to deliver it. My experienced IFA says he has never come across such diabolical, disorganised and disdainful service from any other financial company. Also that 2 weeks is a typical timescale for this to happen. You are a fool if you invest with them.

Edited to add that it was finally paid out late yesterday (27/11). Also, after this review was first posted, Curtis Banks IMMEDIATELY asked me to send my contact info via Trustpilot so they can 'Investigate'. If only their financial team were anywhere near as on the ball as their media team! Formal complaint to be submitted.

Edited again 21/12 to add that the formal complaint was submitted and they also failed to acknowledge that within the statutory 5 days. So they now also have another complaint about that failure. Transfer request has also gone in and I'll give odds on that process being a similar shambles.

My final edit. Now 18th March 2026 and my funds are finally transferred away from this appalling company. Since my last note, they have managed to screw up one of the 2 monthly income payments they have made to me. They have also now made charges to me of over £800 in error and I am trying to sort this with them. As usual their communications are awful so this will doubtless take some time. I really can't stress strongly enough that this lot are best avoided. Disgusting way to run a financial services company.

I have been with this organisation for over 20 years and when they were Suffolk Life that really were excellent. It feels like they have progressively gone downhill. They manage a SIPP on my behalf and i am attempting to access the benefits and the experience is shockingly bad (or indeed worse) - they are slow, nobody takes accountability, they blame others, if you want to speak to them you will need to take half a day off work, they request data that you have already given them, they have no empathy and certainly no customer centricity...rather bizarrely they asked me to give then this review - almost amusing

Holly Sanderson was particularly helpful in answering some SIPP enquiries.
Good advocate for Curtis Banks

Tim Smith
St. James’s Place

Veneta was excellent and answered all my queries successfully

Holly Sanderson has been great on the phone, the multiple times i have phoned in trying to organise information and process for clients. Always very helpful and friendly.

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.

What a shabby outfit. The level of service and communication is appalling.
I have been trying to liquidate my investments for nearly a year….

Holly was professional and efficient in dealing with my questions.

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.

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

Absolutely fantastic support
Extremely helpful person who explained clearly the actions I needed to take regarding accessing my pension fund.

Veneta Popova Was excellent in locating my funds and had a great personality really genuine and caring. 10 out of 10

Steve Price was extremely helpful and friendly over the phone

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?

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.

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.

Holly Sanderson answered all my questions with efficiency today.
I would certainly recommend Curtis Bank.

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.

Stephen Lawson played a blinder & is ten out of ten