Caple Banks have done a fantastic job helping me minimise my tax liabilities with a new pension plan, benefitting both me and my company.

- Dr P. Murray - Director CatScI Ltd.

Introductions to professionals must be considered very carefully, my past experience with Caple Banks gives me the confidence to do this, as I know clients will be provided with an excellent personal service

- Mr R. Mills FMAAT ATT (Fellow) – Accountant

Kevin has been our IFA for many years, his advice and recommendations are exemplified by excellent returns over the last three difficult investment years.

- Mr A. Webb – Retired Pilot

The personal service we have received from Jody has been really efficient and we can rest more easily now knowing that we are well covered in the event of an untimely illness or accident.

- Mr D. Berry – Associate Structural Engineer

The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.

-Mr T. Gunner – Owner, T&T Filtration Ltd

The service I have received from Caple Banks has been so good that I have recommended them to a number of close friends and family, who in turn have been very happy with the service they’ve received.

- Mr D. Osborne – Retired Helicopter Engineer.

About Us...

We are a young, professional business dedicated to providing our clients with a first class level of service designed specifically to fit your needs and requirements.

 

We are completely Independent – you will be treated as an individual, with bespoke recommendations tailored to helping you attain your financial goals. No shoe horning, no product sales, just clear, unbiased advice.

We aim to blend the peace of mind which comes with having regular face to face contact with your adviser, with the benefits of the latest technology. This way you can have transparent, up to date information on your investments at a time to suit you whilst also knowing that we are only ever a phone call away.

Get in touch

You can have a free, no obligation consultation on us. Simply pop your details into this form and we'll get back in touch at a time to suit you.