About Us

Established in 2009, the team at Curtis Banks Investment Management Limited has many years’ experience providing practical financial planning advice to people, families and businesses in Bristol and across the UK.

We provide advice across a wide range of services including investments, savings, pensions and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Curtis Banks Investment Management Limited, we pride ourselves on the friendly and approachable nature of our staff, and on playing an integral part of the local community.

 

Like to know more?

Call us for a friendly chat on 0117 910 0584 or email: enquiries@cb-im.co.uk
Alternatively, you can connect with us on Linkedin.