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Self-invested pensions that stand out from the crowd

Key Facts:

  • Founded in 2009 - now the UK’s leading independent provider of Self Invested Personal Pension schemes (SIPP)
  • IPO on AIM in 2015, valued at c.£85million on admission
  • Acquired the Suffolk Life group of companies from Legal & General for £45million in January 2016

Key People: Rupert Curtis, Paul Tarran and Will Self 

How we’ve helped:

We have been working with Curtis Banks since 2011 and have advised the group in connection with:

  • its admission to AIM in 2015
  • numerous acquisitions, including the acquisition of Suffolk Life
  • procurement and commercial agreements
  • employee incentives
  • corporate governance issues

Location: Bristol

What they say about us

”Since we started working with them in 2011, Roxburgh Milkins have assisted Curtis Banks on all the key events in the group’s life. 

Most notably our IPO in 2015 and then our acquisition of Suffolk Life in 2016.  Bruce and his team have been exceptional throughout and have always been on hand to give effective and professional advice.”