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.

Costs and charges

One of our core goals at Caple Banks is to ensure that all of our charges are completely transparent. No hidden costs and no surprises.


With this in mind, we will provide you with an outline of our costs from the outset and we always work together to find a cost structure that works for you.We offer a flexible fee structure, traditionally charging a percentage of the funds we invest for you or charging a one off fee if the situation suits this approach better. More importantly we understand that you need to get to know us, before you can commit to taking things forward. We don't make any charge for our initial meetings whilst we formulate initial recommendations for you. Assuming you do go on to work with us, we will fully declare any costs before they are incurred, giving you control and peace of mind.

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.