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Bliss Morris
Client management Team Leader 
Curtis Banks
Profile details
JOB TITLE
Client management Team Leader
COMPANY NAME
Curtis Banks
LOCATION
Newport, United Kingdom
EXPERIENCES
Curtis Banks
Client management Team Leader
Bristol, United Kingdom
September 2022 - Present
Curtis Banks are the UK’s leading independent provider of Self Invested Personal Pension schemes (SIPP) and Small Self Administered Pension Schemes (SSAS) with over £28bn of assets under administration. Our aim is to deliver the best self invested pension products in the market, from the simple and straightforward to the complex and bespoke. We believe in offering a superior level of personal service to advisers through our dedicated team of Business Development Managers working together with experienced technical experts. Our management team has been involved with SSASs since 1977 and SIPPs since 1995, giving us senior experience that is almost unrivalled amongst our peers. Our dedicated team is supported by cutting edge technology, providing our clients access to simple and robust dealing as well as secure 24/7 online valuations. To get in touch, please visit us at https://www.curtisbanks.co.uk/contact/
Senior client managment consultant
October 2019 - September 2022
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