Curtisbanks Reviews

Excellent service and help today from

Excellent service and help today from Kadeem SmithSenior Administrator SIPP Support Team He took the time to understand the help needed and provided me with everything I needed to help and assist my own client

Patient and Helpful with a real person at the end of the phone

Siobhan was patient and very helpful She took great care to get the correct answers for me even the challenging ones that she didn t know herself It was a pleasure to speak to someone who will go that extra mile to not only support you but also make you smile Thank you Siobhan and Curtis Banks

IFA Help

IFA HelpSpoke to Megan Minchell about an underlying client payment query and she provided a clear answer very quickly with no further issues raised

Excellent service

Charlotte Cotton restored my tattered faith in Curtis Banks due in part to my incompetence and automated messages and promises of returning calls Thank you Charlotte for your calm and patient assistance

Telephone Enquiry

I spoke to Kate Salton regarding details for one of my clients taking pension benefits Kate was knowledgeable helpful patient and professional Very few pension providers can field telephone calls as well as this Thank You

Excellent service from Erica

Excellent service from Erica who managed to work through all the questions I had very quickly and helped me reset my portal access in no time at all A great example of good customer service at work

I had the help of Shuaib Miah

I had the help of Shuaib Miah who helped with a last minute urgent illustration He also provided me with all of the supporting documentation and followed up afterwards to see if any further assistance was required Very helpful and happy with the service provided

I struck Gold with Chelsie

I struck Gold with Chelsie Her patience was extraordinary Chelsie made sure I understood everything along the way stopping each time I sounded muddled Great to speak with someone who cares about the person on the other end of the phone Fabulous - 5 Star treatment