Skip to content
Curtis Banks Curtis Banks
  • About
    • Our People
    • Careers
    • ESG
  • SIPP
  • SSAS
  • Property
    • Property Videos
  • Investments
  • Literature
  • Insights
    • CPD On Demand
    • Adviser Insights
    • Adviser tools
    • Case Studies
    • News
  • Contact
  • Share Price:  305.00 p
  • Investors
  • Contact

Your Future SIPP Investment Partners

We have created a panel of Investment Partners so you can benefit from a combination of value and service. Investment Partners provide an integrated, fee-saving option by reporting data to us electronically. These electronic data feeds provide automatic, daily updates to our systems, which you can access through our secure portal.

You are responsible for deciding which FCA-regulated investment firm you should use for your investments as Curtis Banks are unable to provide advice. The panel of investment firms is reviewed regularly and if any investment firms fail to meet our ongoing requirements, we will contact you to advise of any changes if your plan is affected.

If you would like to access an investment firm or platform that is not on the list of Investment Partners below please contact your local Business Development Manager or Sales support on 01473 296 950. Alternatively you can refer to the Full List of investment firms here.

Investment Partner

A
Aberdeen Standard Capital
Advance by Embark
Aegon (Cofunds Ltd)
AFH Independent Financial Services Limited
Albert E Sharp
Alington Ruthin Stockbrokers and Investment Management
Alpha Portfolio Management
Amber Financial Investments Limited
Arbuthnot Latham
Artless Wealth Ltd
Aubrey Capital Management Ltd
Avellemy Private Wealth

B
Balkerne Asset Management
Barker Poland Asset Management LLP
Barratt & Cooke
Bordier & Cie (UK) plc
BoulterBowen WealthCare
Bowmore Asset Management
Brewin Dolphin Limited
BRI Wealth Management plc
Brighton Capital Management
Brooks Macdonald Asset Management Limited
Brown Shipley & Co Ltd
BullionVault

C
Canaccord Genuity Wealth Management
Cardale Asset Management Limited
Casterbridge Wealth Ltd
Cazenove Capital Management
CG Wealth Planning Limited
Charles Stanley & Co Limited
Church House Investments Limited
City Asset Management plc
City of London Markets
Close Brothers Asset Management
Connor Broadley Ltd
Credo Capital plc
CS Investment Managers

D
Dowgate Capital Limited

E
EFG Harris Allday
Embark

F
Fidelity Investment Services Ltd / Fidelity Funds Network
Fieldings Investment Management Limited (where Charles Stanley or Smith and Williamson are used as custodian)
First Equity Limited
Fiske plc
Fusion Wealth

G
Global Preservation Strategies
Gore Browne Investment Management
GPIM Limited

H
Handelsbanken Wealth Management
Harris Rose & Partners
Hawksmoor Investment Management
Hobart Capital Markets LLP
Hurley Partners Ltd

I
IFPC
Insignis Cash Solutions
InterestMe
Investec Wealth & Investment Limited
IPS Capital

J
J M Finn & Co
James Brearley & Sons
James Hambro & Partners LLP
Jarvis Investment Management

K
Killik & Co

L
Leodis Wealth
LGT Vestra LLP
LGT Vestra US
Lincoln Private Office
Lombard Odier
London Stone Securities
Luna Investment Management

M
M&G Wealth
Manorbridge Investment Management
Mattioli Woods plc
Mayfair Capital Ltd
MB capital
McInroy & Wood Limited
Metis Asset Management
Mountstone Partners Ltd
Myddleton Croft Investment Managers

N
Novia Financial plc

O
Odey Wealth Management Limited

P
Parmenion
Performance Wealth Management
Pershing Securities Limited (please contact us to find out if any associated firms are acceptable)
Price Value Partners Ltd
Progeny Asset Management Ltd
Prudential TIP (transaction fees will apply)
Psigma Investment Management Limited
Punter Southall Wealth

Q
Quartet Investment Managers
Quilter
Quilter Cheviot Limited

R
R C Brown Investment Management plc
Rathbone Investment Management Limited (including Rathbone Greenbank Investments)
Raymond James Investment Services
Realm Investment Management Limited
Redmayne-Bentley Stockbrokers
Ridgeway Investment Management
Rowan Dartington
Ruffer

S
Saltus Partners LLP
Sanlam Private Investments (UK) Ltd
Saranac Partners Limited
Sarasin & Partners
Seven Investment Management LLP
SG Kleinwort Hambros Bank Ltd
S I Capital
Smith & Williamson Investment Management
Sorbus Partners LLP
St Johns Asset Management
Stocktrade
Stonehage Fleming Investment Management Limited
Succession Investment Platform

T
T Bailey Fund Services (restrictions and transaction fees will apply, please contact us)
Tee Financial plc
Thesis Asset Management
Thorntons Investment Management Limited
Tilney
Tilney for Professionals
TIML
Transact
Tribe Impact Capital
True Potential Investments LLP

U
UBS AG
UK Bond Network
UK Portfolio Management Ltd

V
Veritas Investment Management LLP
Vermeer Investment Management Limited
Voyager Asset Management

W
W H Ireland
Walker Cambria
Walker Crips Investment Management Limited
Waverton Investment Management
Wellian Investment Solutions
Williams Investment Management LLP
Whitechurch Securities Limited
Whitman Asset Management
Windsor Private Office IM
Wren Sterling Wealth Platform

  • Careers
  • Investors
  • Privacy
  • Modern Slavery Statement
  • Legal
  • Accessibility
Curtis Banks Curtis Banks
  • Curtis Banks Twitter
  • Curtis Banks Linkedin
© 2019 Curtis Banks Group. All rights reserved.
This website is aimed at professional advisers and firms rather than consumers. We do not offer advice on - or judge the suitability of – SIPPs or their investments. If you are a consumer interested in a SIPP you should seek the advice of a financial adviser.
Site by Mr B & Friends

Our secure
portal

Your Future SIPP

Log in

Curtis Banks

Log in

Suffolk Life

Log in
  • Please note: When creating a User ID, please do not use your email address as your User ID as this must be limited to 30 characters maximum.

  • Please note: New registrations for portal access for Advisers will take up to 1 working day to process and you will receive confirmation once your account has been activated. Please do not try and log in before your confirmation is received.

  • Advisers and Clients with previous Suffolk Life portal access should now log in to the Your Future SIPP or Suffolk Life portal. If this is the first time you have logged in to Your Future SIPP portal, simply login with your Suffolk Life details and for security reasons you will be prompted to change your password for future access.

  • Clients with no portal access please contact SIPP Support via phone 01473 296 969 or email sippsupportteam@curtisbanks.co.uk to request an account.

  • Curtis Banks users who have Curtis Banks SIPP or SSAS should continue to log in via the Curtis Banks portal. For any questions regarding Curtis Banks portal access please click here to contact the relevant team.
Tell us what you are
looking for?
    How can i help you today?

    How can I help you today?