Curtis Banks Investment Management Limited

Independent Financial Adviser 3 Temple Quay, Bristol, BS1 6DZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
24th September 2018
Based in Bristol with clients throughout the UK, we offer honest, experienced, independent advice on Pensions, Investments and Estate Planning
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Adrian Harding Dip PFS
Director
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.
Richard Davies, South Gloucestershire
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.
Robert Howison, Bristol
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.
Barry Potter, Berkhamsted
Where to find us

3 Temple Quay, Bristol, BS1 6DZ

Contact us
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We will agree any fees and ongoing service levels with you up front.
Curtis Banks Investment Management Limited is able to act on your behalf in advising you on investments and non-investment insurance contracts. We offer products and services as follows:

• Investments - we offer an Independent advice service. We will recommend investments based on a comprehensive and fair analysis of the market. We will place no restrictions on the Investment Markets we will consider before providing investment recommendations, unless you instruct us otherwise. We will however only make a recommendation when we know it is suitable for you.
• Non-investment protection contracts - we offer non investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.
• General Insurance Contracts - we offer General Insurance contracts e.g. Buildings and Contents from a range of insurers.

We offer you an initial discussion (without charge) at which we will describe our services more fully and explain the payment options. If you decide to go ahead, we will:
• Gather and analyse personal financial information about you and your aims and objectives;
• Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.

There are four stages to the financial planning process, each of which is separately costed, although the initial consultation is at our cost:
1. Initial consultation
2. Financial Review and Recommendation
3. Policy arrangement and Implementation
4. Review – Ongoing care and advice through our ongoing Management Service

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Your personal wealth. Our personal responsibility.