Curtis Banks PLC

Secure Login
Looking up towards the sun through a curved framework

Cheltenham

25.03.2011

I'll get the serious message bit out of the way first in case you do a Ken Clarke and fall asleep by the end of this blog. We'll be taking SIPP applications right up to 5 April and the full team will be working hard at this end, but ideally we'd like to aim for contribution cheques to be cleared by Friday 1st April please, to avoid any last minute hiccups.

I took in Cheltenham last week, for the first time in a few years, and now wise after the event I can assess my losses and see the error of my ways. I put in place what I thought was a sensible strategy and after 3 races had established a healthy profit margin. And that's where it all went wrong: 1) I thought I had cracked it when I had only just started 2) so smug was I that the system worked that I didn't adapt it as the afternoon wore on and 3) the Guinness didn't help.

The moral of the story is to stick to the day job and fortunately that's a lot more successful. We've cracked the 1,000 barrier for SIPP numbers and this month is already our best to date and, even at this busy time of year, people are taking the time to say good things about us. You may have noticed that some SIPP providers have been getting negative press recently, but here's what an adviser said about us earlier this week:

Dear Nikki

Re; xxxxx xxxxxxx SIPP CBxxxx

Firstly I would like to say how delighted I have been with the service that you and your colleagues including Laura Hearne have given me. It is so hard to find efficient companies these days within our profession. You have done everything that was promised and written on the can! You keep me in touch with every event by email and for that I am most grateful.

With this type of service your company will be at the forefront of my thoughts when making other SIPP recommendations.

We get lots of positive feedback but when someone takes the time and effort at this busy time of year to sit down and put something like this into writing it means a lot to us. We are well aware of the challenges that lie ahead and welcome your feedback on our services and proposition as we grow.

Add a comment

*
*
Please calculate 6 plus 5. *