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.

Expertise

Whilst we typically work with individuals looking for financial advice, we are also specialists in providing advice in three key areas; charities, sports professionals and business owners.

We understand the unique needs and concerns of clients in these three areas and we are happy to provide testimonies and referees, to illustrate just how our service offering can be tailored to address these distinct needs.

To find out more please click on the relevant section below.

Personal Financial Planning

Charities

Sports Professionals

Business Owners

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.