CURTIS BANKS GROUP FINANCIAL STABILITY Revenue 46.1m +5.7% As at - PowerPoint PPT Presentation

CURTIS BANKS GROUP

FINANCIAL STABILITY Revenue £46.1m +5.7% As at 31 December 2018: 46.1 43.6 29.7 Assets under administration £24.8bn +0.4% Operating revenue £46.1m +6% Adjusted profit before tax 1 £12.1m +13% 2016 2017 2018 Adjusted profit before tax £12.1m +13% • Well capitalised above regulatory 12.1 10.7 requirements 7.1 – Internal policy to hold at least 130% of regulatory requirement 2016 2017 2018 2019 CURTIS BANKS GROUP 2

TYPICAL SIPP • DFM • Stockbroker • Platform • TIP SIPP Transfer Invest • Fund • Cash • Commercial property • Unquoted equity 2019 CURTIS BANKS GROUP 3

YOUR FUTURE SIPP – INVESTMENT STRATEGIES YOUR FUTURE SIPP SIPP 2019 CURTIS BANKS GROUP 4

YOUR FUTURE SIPP - ADDING VALUE YOUR FUTURE SIPP SIPP HELPING YOU ADD VALUE FOR £260 + VAT 2019 CURTIS BANKS GROUP 5

YOUR FUTURE SIPP - ONLINE PORTAL • Displays monthly valuation feed • Gives clients to access their plan dashboard and up to date information on SIPP the status of their SIPP 2019 CURTIS BANKS GROUP 6

YOUR FUTURE SIPP - SUPPORTING PRUDENTIAL Platform plus – adviser runs Property own Model purchase Scheme on Platform experts - pays 6,500+ properties SIPP Non- standard Inherited investments benefits - Unlisted shares Acceptance Clients over of overseas 75 paying residents contributions including USA 2019 CURTIS BANKS GROUP 7

THANK YOU Curtis Banks Group T 0117 910 7910 3 Temple Quay F 0117 929 2514 Bristol BS1 6DZ curtisbanks.co.uk