Bristol based niche law firm, Roxburgh Milkins (experts in advising on corporate transactions) have this month helped pension specialists Curtis Banks with their successful launch on the alternative stock market, AIM.

Curtis Banks administers Self-Invested Pension products (SIPPs), and since their start in 2009 has successfully developed into the third largest UK SIPP provider with approximately 200 staff at its head office in Bristol.  The firm had its first day of trading on AIM on 7th May, with the company valued at approximately £85m on admission.

The majority of Curtis Banks’ clients are introduced by regulated advisory firms with whom long standing relationships have been established so it was vital to ensure a smooth flotation plan and stability for these clients as AIM is a high profile market. 

Bruce Roxburgh has supported Curtis Banks for some years and overseen previous deals for the company, including gaining backing from Santander. Through helping them grow and develop during this growth period, he has established a thorough understanding of their needs and was ideally placed to look after their interests at this important time.

This approach of taking a personal interest in client’s business is fundamental to Roxburgh Milkins and was evident in the planning and services provided to Curtis Banks.

Rupert Curtis, Managing Director of Curtis Banks, explains:

“Bruce’s dedication to this project has been exceptional from the start.  His expertise has been invaluable in helping us ensure everything was carefully managed and as it should be by the flotation date.  We had every confidence that they would prepare and help steer us through this process effectively, which they did with ease and the professionalism we have come to expect from the Roxburgh Milkins team”.

Bruce Roxburgh, Partner and Founder of Roxburgh Milkins Limited, commented:

“We’re delighted that we could be a part of this exciting event for Curtis Banks and help ensure it was a success. It is vital in this situation to prepare for every eventuality and we know how important stability is for Rupert and the Curtis Banks’ clients. Having worked with them for some time, it was very satisfying to play a part in their success, especially as this is a real area of strength for us.  We look forward to seeing them flourish on AIM”.