Curtis Banks Anmeldelser 

Holly was extremely helpful ( and patient!).

Harry Pearsonwas very polite, apologising for the delay with getting through. He was clear and helpful, it was an easy call and discussion to get my request actioned, he understood exactly what I wanted and why.

The call handler was very pleasant and helpful. Followed up the call with a confirmation of actions taken email.

This was my first call for many years. I wanted to understand some figures on monthly payments from my SIPP. Veneta has arranged for a member of the relevant team to call me within 48 hours. She was efficient and helpful.

I was answered immediately by a support advisor named Steven Lawson. He was friendly and helpful and able to answer my questions clearly and promptly.

Perfect
Sublime

The kindness shown to me during a telephone discussion about my SIPP today was a good example of proper engagement with a client. My request was handled patiently, questions well answered and appropriate comments given about seeking advice.

I work for a Financial Adviser and needed more information on the product. I spoke to a gentleman called Harry P. He made me feel comfortable asking various questions and did a great job finding the information I needed and explaining it to me. From a customer service point of view, I would definitely recommend Curtis Banks off the back of this experience.

I have called through twice and spoken with Beatriz Santos who has been extremely helpful and prompt with her assistance. She solved my queries efficiently and kindly and actioned her email whilst were on the call as well so I had definitely received it. much appreciated!

I spoke to Martine who was beyond helpful, knowledgeable and nothing was too much trouble. She also chased the new business team on something we were waiting for which was beyond her remit.

Thank you Martine.

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. Overall, I was very pleased with his pleasant attitude and ability to deal with thew query without getting flustered. Impressed.

Just spoke with Martine and received all the information requested. Martine was courteous, knowledgeable and keen to assist.

I am an adviser of over 30 years and well versed in pensions and property purchase within. I have recently had a a particularly tricky case and was lucky enough to be put through to Joshua Kunrunmi. Josh has been superb. Nothing was too much trouble, he follows through with what he says he will do, he calls when he says he will. This case would not have been completed without his help and I am extremely grateful and thankful.

Samuel Elvin was very professional, understood and fully answered my questions about filling out my benefits form and was very easy to talk to. I give him full marks.

I spoke with Steve Price who helped talk me through creating an illustration I had not done before. He was very knowledgeable about the system and answered all of my questions regarding lead times on withdrawals.

Steve Price was excellent. He knew what he was doing and made the explanation of my query very easy.

Steven was concise and extremely helpful on what was quite a challenging issue, much appreciated.

Today I spoke with Beatriz Santos with questions about sales of my pension assets and the drawdown procedure. She was 100% efficient with her answers. Hence the 5-star rating. The only negative was the 8 minutes it took to get through to her. In 2024 it took up to 30 mins to get through with similar procedural questions. The support team answered them efficiently but the admin was terrible. It took them almost two months to process the drawdown of my own money. I had to complain to the senior management..let's hope they have made improvements in that department and I can report accordingly.. Beatriz told me the process should take 2-3 weeks!

There was a mix up with passwords when registering on the portal. Great customer service, problem fixed!

Was really easy to get through & the advisor Henry Desira sorted my query quickly . He was very polite and professional and took time to fully understand what I needed.