What our clients say
I have known Adrian for over 10 years.
He has helped me understand my Pension portfolio and how appropriately to invest it so that it will work best for me in the future when needed.
Adrian has always given me sound, honest & impartial advice which has enabled me to make informed decisions.
I receive regular communication that is understandable.
Adrian and his team have also been advising me on making Wills and Lasting Powers of Attorney and other services that Curtis Banks provide, this I am happy to do as I am confident in their integrity.
Much has been written about the good, bad and the ugly of financial services companies and financial advisors. For many years, I had personal experience of the bad and ugly, fuelled by commission, high charges and a lack of truthful service which left my pension fund in a despairing situation.
Then thankfully, I was introduced to the good of Curtis Banks Investment Management and their financial staff who have improved my circumstances and peace of mind by giving sound financial advice, demonstrating honesty, minimal charges, wise investment and regular, but controlled communication.
I have known Adrian Harding for over eighteen years and he has with the team at Curtis Banks Investment Management looked after my financial affairs.
They have provided both my wife and me with a quality service and regular communications on all aspects of change to legislation.
Their ability to explain matters clearly has and will always be a huge benefit and we have no hesitation in recommending Adrian and his team at Curtis Banks Investment Management.
Curtis Banks Investment Management Limited is an Independent Financial Advisory firm advising on Pensions, Investments, Estate Planning and Will writing. We are based in Bristol and have a client base that covers the length of the United Kingdom.
Advising on Investments – we use competitively priced platform(s) where applicable and proactively manage a diversified portfolio of investment funds that match your risk profile and objectives/requirements.
Advise on suitable Protection for you, your family and business.
Advise on a suitable Pension Scheme for you, your family and your business.
• A Self-Invested Scheme where you can lend money to your business and buy commercial property,
• A Family scheme,
• A Group Scheme for your employees,
Proactively managing portfolio of investment funds matching your risk profile and objectives.
Estate Planning including will writing, Lasting Powers of Attorney etc.