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Double acquisition for pension specialist’s growing portfolio

Curtis Banks

Since 2009 Curtis Banks have continued to grow both organically and via acquisitions. Their specialist teams support clients to select the Self-Invested Personal Pensions (SIPP) of choice. It serves more than 76,000 clients, holds £29.1bn of assets under administration and became AIM (Alternative Investment Market) listed in 2015.

Curtis Banks has secured a £30m finance facility from Santander to acquire Dunstan Thomas Holdings Limited, a fintech specialist. The facility marks a significant acquisition for Curtis Banks bringing together the very latest financial technology with both SIPP and SSAS products and services.

Our longstanding and valued relationship with Santander has helped grow our business significantly over the last decade. We look forward to continuing our long and fruitful relationship that supports us in achieving our growth aspirations.

Will Self Chief Executive, Curtis Banks

This latest funding also refinances existing Santander facilities which supported Curtis Banks’ acquisition of Suffolk Life in 2016 and provides headroom for additional growth.

Curtis Banks continues to deliver impressive growth. We are delighted to be working with an excellent management team and to have been able to support them through previous acquisitions and the current acquisition of Dunstan Thomas Holdings Limited.

Simon Whyatt Relationship Director, Santander