Fabulous customer support this morning from Aisha Oak in the Lease Transactions Team. Helped with a looming crisis, found a solution, explained a few things, agreed to take my case on herself and gene... Se mere
Virksomheden har svaret
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
They are so bad, it’s comical. I’ve just had a final response to my official complaint where they readily acknowledge their dreadful service and delays but, surprise surprise, this doesn’t amount to... Se mere
Virksomheden har svaret
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.... Se mere
Virksomheden har svaret
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... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
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.
Kontaktoplysninger
3 Temple Quay, BS1 6DZ, Bristol, Storbritannien
- www.curtisbanks.co.uk
4,2
God
2 t anmeldelser
Ingen nylige anmeldelsesinvitationer
Denne virksomhed har ikke inviteret kunder til at skrive anmeldelser for nylig, så anmeldelserne er muligvis ikke repræsentative
Har besvaret 100 % af deres negative anmeldelser
Svarer typisk inden for 24 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Steve Price is very helpful
Steve Price is very helpful on crystallisation events.
7. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Chris,
Thanks for taking the time to leave us this review.
We will be sure to pass your compliments on to Steve.
Kind regards
James H
I spoke to Steve Price who was…
I spoke to Steve Price who was incredibly efficient, helpful and proactive in dealing with my request. Thank you!
6. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Charlotte,
Thanks for taking the time out to leave us this review.
We really appreciate the feedback and we will be sure to pass on your kind words to Steve.
Kind regards
James H
Tom Butcher was extremely helpful and…
Tom Butcher was extremely helpful and knowledgable - a real credit to Curtis Banks. Thanks for your help today Tom.
6. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Michael,
Thank you for taking the time out to leave us this review.
We greatly appreciate your kind words about Tom, and we will be sure to pass this on to him.
Kind regards
James H
Helpful with an urgent cash
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 resolved.
6. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Phil,
Thank you for taking the time out to leave us this review.
We really appreciate the feedback and we will be sure to pass your kind words on to him.
Kind regards
James H
Stephen Lawson efficiently and politely…
Stephen Lawson efficiently and politely addressed my query
6. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Johan,
Thank you for leaving us a 5 star review, we will pass your kind words on to Stephen.
Kind regards
James H
My query was listened to with kindness…
My query was listened to with kindness & patience & quicky delt with .
3. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Good Afternoon,
Thank you for taking the time to leave us this review, please get in touch if we can assist you with anything else.
Kind regards
James H
Pension Payment Query…
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
29. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Andrew,
Thank you for taking the time out to write this review, we are happy to hear how helpful Holly was in resolving your pension payment.
We will be sure to pass your kind words on to her.
Kind regards
James H
Alex was most helpful and when i…
Alex was most helpful and when i couldnt find what i was looking for online he kindly e mailed me the relevant documentation within 10 mins of my call
3. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Len,
Thank you for taking the time out to leave us a 5 star review. We are happy to hear how helpful you found Alex, and we will be sure to pass your kind words on to him.
Kind regards
James H
Martine Dampare very helpful
Martine Dampare was very helpful and provided me with all of the information I requireed.
2. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Lindy,
Thanks for taking the time to leave us this review.
We will pass your kind words on to Martine.
Please get in touch if we can help with anything else.
Kind regards
James H
Had a great experience
Had a great experience, wait time was minimal which is always appreciated and customer service where informative and professional. Very happy with the service, my handler was Martine :)
2. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Good morning,
Thank you for taking the time to leave us this review, we are happy to hear how Martine was professional and informative. We will be sure to pass your kind words on to her.
Kind regards
James H
Quick, informed, helpful
Dealt with Steven Lawson. Quick response on the phone, well-informed advice, courteous & helpful
1. oktober 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Roderick,
Thank you for taking the time to leave us this review, we are happy to hear how helpful and well informed you found Steven, we will be sure to pass your kind words on to him.
Kind regards
James H
Quick Response time
Quick Response time. Excellent helpful advice from Steven Lawson
30. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Michael,
Thank you for taking the time out to leave us this review.
We greatly appreciate the feedback and we will be sure to pass on your kind words to Steven.
Kind regards
James H
Very impressed and grateful
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. Very impressed and grateful to Chloe, for all her help.
29. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Mark,
Thanks for leaving us this 5 star review, its great to hear how helpful and personal you found Chloe, We will be sure to pass this on to her, she will be thrilled with the feedback.
Kind regards
James H
Excellent service from Martine
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 me to make my choice. Martine explained exactly what I needed to do and time lines
16. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Heather,
Thanks for leaving us this review. We really appreciate the feedback and we will be sure to pass this on to Martine.
Please reach out if you require anything else.
Kind regards
James H
Great straight forward experience
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 check the info he gave to me and overall made the experience very pleasant. Everything was resolved, Great job!
26. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Karan,
Thank you for taking the time to leave us this review.
We are happy to hear how helpful you found Harry, we will be sure to pass on your kind words to him.
Kind regards
James H
Benefit questions
Holly was very polite, efficient and dealt with my queries effectively. Couldn’t expect more.
26. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Roger,
Thank you for taking the time to leave us a 5 star review.
We will pass your kind words on to Holly.
Kind regards
James H
Holly was a great help on the phone…
Holly was a great help on the phone today
25. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Cian,
Thank you for your kind words about Holly, we will be sure to pass this on to her.
Kind regards
James H
Holly was very helpful and efficient
25. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Karyl,
Thanks for this review, we are glad to hear how helpful and efficient you found Holly.
Please get in touch if we can help with anything else.
Kind regards
James H
Harry Pearson and Josh Cunrunmi-
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. Waited on the line to check the problem was solved and was polite and friendly. I would score 6 stars if possible. Thank you so much for all your help.
25. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Paul,
Thank you for taking the time to leave us a 5 star review.
We are happy to hear how helpful you found Josh & Harry, and we will be sure to pass your kind words on to them.
Kind regards
James H
I JUST DEALT WITH LEWIS KINGDOM WHO WAS…
I JUST DEALT WITH LEWIS KINGDOM WHO WAS VERY HELPFUL IN DEALING WITH MY QUESTIONS
25. september 2025
Uopfordret anmeldelse
Besvarelse fra Curtis Banks
Dear Neil,
Thank you for your review.
We are happy to hear you found Lewis helpful and we will pass your kind words on to him.
Kind regards
James H
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
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Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.