Investor Relations

Across these pages you can find details of the latest Curtis Banks Group financial results, reports, statements and presentations, as well as our latest investor information, news and video updates, and dates of upcoming announcements and meetings.

This page has been designed to comply with the requirements of Rule 26 of the AIM Rules for Companies – ‘Company information disclosure’. This website is owned by Curtis Banks plc. The information on this section of the website was last updated on 04 May 2023.

Curtis Banks Group PLC is pleased to announce its results for the year ended 31 December 2022.

David Barral, Non-Executive Chairman of Curtis Banks:

“These are resilient results that demonstrate the strength of Curtis Banks’ business model against a volatile market backdrop. The Group increased the size of its core SIPP book, added new adviser relationships and recorded good growth in revenue and underlying profitability.

“The modest growth in the core Full and Mid SIPP business was supported by a pleasing reduction in customer attrition, reflecting the measures taken to improve service levels across the business. In addition, the Group benefitted from the tailwind of interest income, which nearly doubled to £15.1 million, and our fixed-fee, inflation-linked pricing model, which continued to protect the business from macroeconomic pressures. The FinTech business continued to face commercial challenges in 2022, as outlined in the interim results, however the current year has started well and we remain optimistic over its medium-term prospects.   

“The Board recognises the strategic value of being part of a larger group with enhanced scale and efficiencies. The proposed acquisition by Nucleus, which received shareholder approval in February, is an opportunity for Curtis Banks to be part of a leading retirement-focused adviser platform with approximately £80 billion of assets under administration. It will see us expand our offering, leverage the strengths of the combined Group, and deliver enhanced value to our advisers, customers and shareholders.”

Read the full Annual Report and Financial Statements here

We are delighted to announce the launch of our ESG strategy – an exciting step forward for the Curtis Banks Group, demonstrating the importance we place and our commitment to act on important issues to society, the economy and the environment.

Read our full statement here.

Read our trading update on the Curtis Banks Group trading performance for the six months ended 30 June 2021.

Read our trading update on the Curtis Banks Group trading performance for the twelve months ended 31 December 2020.