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.

Charities

Being a Trustee can be a daunting responsibility, especially when it comes to making financial decisions on behalf of a Charity. We are here to help.

To start, we work with you and the Board of Trustees to get a strong understanding of both the charity and its investment goals. We can help design and implement an investment policy statement and we are well versed in the responsibilities which are very unique to charities and their investments. We have first- hand knowledge of working with Trustees and find this area of work most rewarding.

Going forward our ongoing review service has been designed specifically with charities in mind and taking note of the current Charity Commission guidance on investment matters. We also help the Trustees to regularly report and receive information on the charities investments. If you would like to find out more about the way in which we can help please get in touch.


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.