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.
‘Nothing but praise. Set out simply, no pressure, clear information. Curtis make me feel as though I am his only customer/client. Much appreciated.’
‘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’.
‘Curtis has been an exemplary financial adviser for us over the last few years achieving outstanding growth for us on the investments we have made across a diverse portfolio. Curtis has outstanding knowledge across a broad span of markets and products and we would highly recommend him’
‘Curtis asked if instead of the usual face to face, (at that time (and currently) prohibited) would I be interested in a ‘Google Chat’ meeting. I said yes, though with trepidation as it was something I had not tried before. On the day of the meeting it was simple, click on the invite and we were away. I found it very useful format, all the information I required or that Curtis wanted to show me was there on the screen and easily read, whilst still being able to talk to each other. I would have no hesitation in either using that format again, or recommending it to anybody in place of their regular face to face meeting. Likewise I would not hesitate to recommend Curtis to anyone seeking financial advice. I appreciate his support and knowledge.’