Curtis previously worked for 15 years at NatWest Bank, 10 years of which as a financial adviser. Before being made redundant from the bank, his priorities during this career focused on customer service and developing his knowledge, which saw Curtis achieve the prestigious Advanced Diploma with the Chartered Insurance Institute (CII) in 2016 and becoming a Chartered Financial Planner.
Curtis believes in placing his clients at the centre of everything he does and this is achieved by providing an exceptional service and building professional relationships based on trust. He is now looking forward to providing truly independent financial advice from the whole of market, on a bespoke, individual basis, rather than being restricted with his advice and solutions compared to previous roles.
As a Chartered Financial Planner, he specialises in investment wealth management, inheritance tax planning, retirement solutions and protection provisions for clients and their families.
Curtis is married, with two young daughters and enjoys spending time around North Devon, exploring the coastline. A big football fan, playing for his local side and supporting Tottenham Hotspur.
Curtis can be contacted on 07725 233776 or by
'Curtis has led us easily through what we have always thought of as the 'minefield' of pensions and investments and offered invaluable advice on products we would otherwise have been unaware of.'
'I have always found Curtis to be very professional, patient and helpful. I feel he goes the extra mile to explain issues and he is always available to explain or clarify any queries I may have.'
'Curtis has taken the weight of my shoulders in trying to understand information, sometimes complex for me, and distil this into a direction I could not have have found myself. He has done this with sensitivity and patience, ensuring that I've understood every step of the way. He has made muddy waters crystal clear. I feel confident that my assets are now working harder.'
'Curtis has had a very good training in financial advice. He has an excellent memory of what is said to him from one conversation to the next. He takes an interest in his clients without being pushy and inspires confidence in his ability. He will prove an asset to the Vision Team.'
'Curtis provided an outstanding service. He took the time required to fully understand our financial needs, carefully researched the right products before presenting the advice in a clear and precise way. I would highly recommend him to friends and family.'