Curtis Banks

Curtis Banks is a financial services company based in Bristol, United Kingdom.

Curtis Banks Group PLC

Company type	Public limited company
Founded	2009; 16 years ago (2009)[1]
Founder	Rupert Curtis Chris Banks
Key people	Jane Ridgley (COO) Dan Cowland (CFO)
Revenue	GBP£63.3 million (2021) GBP£53.9 million (2020)
Owner	Nucleus Financial Platforms (2023–present)
Number of employees	600[2]
Website	curtisbanks.co.uk

Founded in 2009, it is one of the UK's largest independent providers of Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £37.4bn of assets under administration.^[3] The company holds offices in Bristol, Dundee, and Ipswich.^[2]

Since its inception, Curtis Banks is said to have shown "a willingness to take over existing SIPPs",^[1] first by acquiring Montpelier Pension Administration Services for £399,999 in May 2011 and then the full SIPP business from Alliance Trust Savings^[4] for £7m^[5] in January 2013.^[6] After the ATS deal, it set up an office in Dundee's City House with around 40 members of staff brought over from Alliance Trust.^[2]

In January 2019, it launched its new 'Your Future SIPP', a fully digital product replacing its historical SIPP offerings.^[7] On 23 July 2020, Curtis announced agreements to acquire the SIPP and SSAS operator Talbot and Muir for a total consideration of up to £25.25m, and financial technology provider Dunstan Thomas for a total consideration of up to £27.5m. ^[8]

On September 26, 2023, Nucleus Financial Platforms completed the acquisition of Curtis Banks.^[9]