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.
General Insurance
As well as your loved ones, it’s important to take care of your possessions. There is very little that you cannot insure but for most of us the key insurances will be as follows –
- Home Insurance (Buildings &/or Contents)
- Motor Insurance (Cars, Motorcycles, Commercial)
- Private Medical Insurance
- Dental Plans
- Travel Insurance
- Pet Insurance
- Specialist Insurances such as Marine, Cycle, Caravan, Motor Sport, Adventure Sports.
We can also provide comprehensive Business and Commercial Insurance plans.
With all insurances, it is important to check what is and isn’t covered and make sure you are with a reputable insurer with a good record of paying claims. Cost should not be your only selection criteria as an insurance policy which doesn’t pay out is about as much use a chocolate fireguard.
Also see
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!
