Connect your integrations
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.
Leadership Team Curtis Banks
Leadership Team
Curtis Banks
Bristol, United Kingdom
Leadership Team
Bristol, United Kingdom
- 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/
Kaspr will display your prospect’s contact information the moment you visit their LinkedIn profile. Quick! Isn’t it?
Kaspr lets you send automated follow up messages to your leads. Send them on your chosen day and time.
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.