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 professional financial advisers based in Portishead providing advice for both individuals and companies on a wide range of financial products and services including wealth management, financial planning, retirement planning, insurance, mortgages, savings, protection, tax planning and employee benefits.

All of us benefit from advice at key stages in our life. We will help guide you through the maze of complex products that are available to you and make sense of your finances. Our aim is to simplify your life so you know where you are and have the best chance of achieving your goals in life.

Whether you are concerned about protecting you and your family, saving towards a more enjoyable retirement, buying a new home or simply feel you are paying too much tax, we will help you find ways of making the most of your money.

Our service starts with a free, no obligation consultation to discuss your specific circumstances. Please do not hesitate to call us on 01275 370300 if you have a query that you think we may be able to help with. If you prefer you can email us on at kevin@caplebanks.co.uk.

tFinancial Advice... pure and simple

Caple Banks Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!

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