Curtis Banks Group PLC (LON:CBP)


Curtis Banks Group PLC is a leading UK-based company, which holds a commanding position among the largest independent SIPP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) providers across the UK. It was founded in the year 2009, and its headquarters are situated in Bristol, UK. The company is listed and traded on the London Stock Exchange since 2015, and it complies with the UK City Code on Takeovers and Mergers. It has many subsidiaries, which include Talbot and Muir Limited, Curtis Banks Limited, Dunstan Thomas Group Limited, Montpelier Pension Administration Services Limited, and Curtis Banks Investment Management Limited etc. The company serves more than 82,000 clients across its area of operation.

The company specialises in self-invested pension schemes and is continuously expanding through a combination of organic growth and acquisitions. The focus of the company is on modern technology, robust service, and innovation throughout. A Financial Strength Assessment rating of ‘B’ has been given to the group from AKG. The online portal offered by the company to provide SIPP is totally responsive and accessible through all devices and is designed to enhance user experience. It provides accessibility to almost all UK platforms, brokers, and discretionary fund managers, and to commercial property, including borrowing, succession planning and part/joint purchase.

Although SIPP is more popular than SSAS, the company treats both products with equally high standards, as SSAS options also form and invaluable form of pension planning. For both SIPP and SSAS, commercial property is a popular investment as it can be very tax efficient. More than 6,250 properties are managed by the skilled property professionals of the company, on behalf of thousands more clients.

Curtis Banks Group PLC follows a well-defined framework of corporate governance and as a member of QCA, it aligns itself with the Quoted Companies Alliance (QCA) Corporate Governance Code. The board of the company has set up separate committees for audit, remuneration, risks, and compliance. It has an ethical code of conduct for running its business operations and promotes a culture of trust, transparency, and accountability.

Apart from fulfilling all its corporate responsibilities, the company also fulfils its environmental and social responsibilities. It has a comprehensive Corporate Social Responsibility (CSR) framework in place and complies with international best practices and guidelines to create a sustainable business. It aims to minimize the impact of its business activities on the environment and create long-term value for the business as well as the wider community. It is also engaged in fundraising for charities, like the Teenage Cancer Trust, as well as in social awareness initiatives.

Contact Information

company address Curtis Banks Group PLC 3 Temple Back East BRISTOL BS1 6DZ United Kingdom GBR

company phone+44 117 910 7910

company website

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