Walker Cambria Quarterly Seminar

We are delighted to be partnering with Walker Cambria to invite you to the Walker Cambria Quarterly Seminar on 11 October at The Village Hotel, Cardiff. We will outline the benefits of holding commercial property in a SIPP, and get the latest updates from JP Morgan Global Macro Opportunities and London & Colonial. Date: Friday … Continued

Money Marketing Interactive

We are delighted to be sponsoring and exhibiting at Money Marketing Interactive in Harrogate this Thursday 12 September. Group Sales Director Dave Stratton will join a panel debate looking at 30 years of the SIPP and the way forward. Dave will discuss how  SIPPs have evolved as they reach their 30-year anniversary and will examine … Continued

Proactive Investors

Curtis Banks CEO Will Self spoke with Proactive London to discuss the Curtis Banks Group’s growth in sales profits and dividend following the Group’s interim results to June 2019. Watch the full video here.

Curtis Banks announces 2019 interim results

Curtis Banks is delighted to announce its 2019 Interim Results this morning. Read coverage from Money Marketing and Insider Media regarding the results. You can also read our Interim Report and Financials Statements 2019 and view our Interim Results Presentation 2019 for further details.

Prudential’s ‘2020 and beyond’ seminars

We are delighted to be partnering with Prudential to invite you to their nationwide ‘2020 and beyond’ adviser seminars. Join us to hear about our new arrangement with the Pru which allows advisers to blend DFMs and platform business with the PruFund in a more cost-effective way. Click here for further details and registration.

Psigma’s Paraplanner Event 13 September

We are thrilled to be joining Psigma Investment Management for the Psigma Paraplanner Event on 13 September. Jessica List will discuss the latest developments in a high profile court case centring on pension transfers and inheritance tax. The event qualifies for 2 hours of CPD and is free to attend. Click here for further details … Continued

Lunch seminar – 30 July

Next week on 30 July we’ll be in Leicester to bring you our ‘Retirement and Beyond’ CPD lunch seminar at the Leicester Marriott Hotel. The event, hosted by our Pension Technical Manager Jessica List, will qualify for 1.5 hours of CPD. Click here for further details and to register your place.

Latest Secure Portal Updates

We are delighted to announce we have today released the latest range of updates and features to our secure portal. The unrivalled features and further improvements to your user experience give you and your clients on the go access to up to date information about their SIPPs on any device, be it mobile, tablet or … Continued

Elmer’s Big Parade Suffolk – Introducing Woolly!

Curtis Banks’ Ipswich office are thrilled to welcome a very special guest to their office for the remainder of summer as part of the office’s sponsorship of Elmer’s Big Parade Suffolk. Woolly is colourfully welcoming staff to the office every day with its prime position outside 153 Princes Street. The Elmer’s Big Parade Suffolk app … Continued

Elmer is coming to Curtis Banks Ipswich

From 15 June to 7 September, Ipswich is hosting Elmer’s Big Parade Suffolk 2019 – an art trail featuring 55 individually designed elephants based on the much adored children’s character, Elmer the Patchwork Elephant. We are delighted to share further details about the elephant our Ipswich office is sponsoring on the trail. Elmer’s Big Parade … Continued

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