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.

Our ongoing service

Once you become a client of Caple Banks, we will provide you with a dedicated client account. Your account acts as a 'one stop shop' to allow you to access your financial information at any time of the day or night.

Here, you can pick up an up to date valuation of your investments, see visually how your investments are performing and email you adviser securely.In addition you will receive regular newsletters and updates from Caple Banks to keep you informed.For clients who select our ongoing review service, in addition to our newsletter you will receive quarterly investment updates and performance reports specific to the plans we set up for you. By having at least one annual face to face meeting we can also ensure that your goals and objectives continue to be met.

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.