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

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

Nov 10, 2022 252 likes •346 views

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

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SLIDE 1

CURTIS BANKS GROUP

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SLIDE 2

FINANCIAL STABILITY

2

As at 31 December 2018: Assets under administration £24.8bn

+0.4%

Operating revenue £46.1m

+6%

Adjusted profit before tax1 £12.1m

+13%

  • Well capitalised above regulatory

requirements –Internal policy to hold at least 130% of regulatory requirement

Revenue £46.1m +5.7% 29.7 43.6 46.1 2016 2017 2018 Adjusted profit before tax £12.1m +13% 7.1 10.7 12.1 2016 2017 2018

2019 CURTIS BANKS GROUP

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SLIDE 3

TYPICAL SIPP

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SIPP

Transfer Invest

  • DFM
  • Stockbroker
  • Platform
  • TIP
  • Fund
  • Cash
  • Commercial

property

  • Unquoted equity

2019 CURTIS BANKS GROUP

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SLIDE 4

YOUR FUTURE SIPP – INVESTMENT STRATEGIES

4

SIPP

YOUR FUTURE SIPP

2019 CURTIS BANKS GROUP

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SLIDE 5

YOUR FUTURE SIPP - ADDING VALUE

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SIPP

YOUR FUTURE SIPP

HELPING YOU ADD VALUE FOR £260 + VAT

2019 CURTIS BANKS GROUP

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SLIDE 6

YOUR FUTURE SIPP - ONLINE PORTAL

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SIPP

  • Displays monthly valuation

feed

  • Gives clients to access

their plan dashboard and up to date information on the status of their SIPP

2019 CURTIS BANKS GROUP

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SLIDE 7

YOUR FUTURE SIPP - SUPPORTING PRUDENTIAL

7

SIPP

Platform plus – adviser runs

  • wn Model
  • n Platform

Property purchase experts - 6,500+ properties Non- standard investments

  • Unlisted

shares Acceptance

  • f overseas

residents including USA

Clients over 75 paying contributions

Inherited benefits Scheme pays

2019 CURTIS BANKS GROUP

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SLIDE 8

THANK YOU

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