Your Financial Goals, Our Expert Guidance.

I first heard of Caple Banks Wealth Management in 2016. Recently widowed, I realised the need for support of my legacy. So the search began..... Caple Banks fit the bill: a young, independent business, good listeners, face to face meetings, within reach by car, well explained methods of progress. I've never looked back. Along with my portfolio growing the confidence and trust has grown also. I would happily recommend the team at Caple Banks.

I’d not been truly satisfied with my existing financial advisor and was recommended by a friend to have a chat with Caple Banks,  Jody and her team have been amazing, they are professional and friendly and they’ve given me all the advice I need. I have a much clearer understanding of my finances and feel confident moving forward. I would definitely recommend them to anyone, my daughter also uses them too!

We needed to get our future plans in order to make sure we used up our pension allowances. James gave us a four year plan to save up to buy our home. I value James’s contribution so highly. I am fairly strong on spreadsheets and financial planning but this was another level for me and James spent hours explaining everything. He is always calm, which is so important. We are now living in our fully paid for home and could not have done it without his expert help.

Caple Banks have been fantastic to work with - their advice has really helped me feel confident about my financial future. They’re knowledgeable, personable, and always take the time to explain things clearly and I have been thoroughly impressed with their advice and support. I have recommended them to friends because they are friendly, trustworthy, and genuinely care about their clients.

The service I receive from Caple Banks is excellent. It is always very personal and I feel during reviews that I am the only client. Communication is always clear and succinct and the regular newsletters are always informative. The monitoring of the pension provider and the plan performance is always meticulous, with any changes explained and carried out quickly. James and the team take the time to get to know you personally and I would highly recommend an informal one to one.

Kevin and his team were great in tracking down old UK pensions and gave us advice on our other investments from our expat days. We have really appreciated Kevin’s fast reply to our multiple queries as we got set up with our UK portfolio. Kevin and his team were extremely helpful in explaining the nuances of the UK investment options and tax implications. We would recommend Caple Banks for helpful speed and responsiveness from the whole team.

We have been with Caple Banks since 2011 after bad advice from another adviser resulted in a considerable financial loss. We hunted around and were recommended to Caple Banks as our problems were too complex. Kevin and Jody took us on and secured the majority of our losses through the Financial compensation scheme. I invested my SIPP with them and have been drawing an income for 14 years. We would recommend them to everyone looking for good honest advise.

I have been a client of Caple Banks for approximately 20 years purely on a close friends experience and recommendation. He told his story of the financial situation he was in and your persistence to resolve the matter. I said I need to meet this person as I needed help. After the first meeting and accepting Caple Banks services it was one of the best decisions I have ever made. I have no hesitation in recommending Caple Banks and feel fortunate to be in the hands of a genuine organisation.

We were recommended Caple Banks by a close work colleague as we were disillusioned with our advisors at the time. My wife and I met with Jody and were impressed by her personal approach and the way in which she explained what services they would offer in a way we could both understand. Since signing with Caple Banks, we have an informative annual review of our investments along with a review of our attitude to financial risk in order that the investments suit our risk profile. The company is very approachable and responsive. We have recommended Caple Banks to friends and colleagues.

Caple Banks were recommended to me by a respected Bristol based accountant, and so I approached Kevin and Jody. I needed to be sure the team looking after my money could be trusted to give judgement and advice that was up to date and professional. Over the last 15 years Caple Banks have proved to be all this. Their advice has grown my capital and tailored my SIPP. Now in my retirement they have offered invaluable advice. I would not hesitate to recommend Caple Banks to others.

I have known Kevin for many years. He has a team of friendly people who help with any queries. Together we have been in the race against inflation and we are winning! Caple Banks constantly manage the risk, spread investments and position funds to grow, even through difficult times. They are friendly and can be trusted. Kevin and his team have filled a difficult hole in my life with knowledge and skills and I give my sincere thanks.