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.

Investment ethos

In keeping with the bird theme of the website, our investment approach is perhaps most easily described by the age old adage 'don't put your eggs in one basket!'

Central to any investment recommendation we construct is a firm understanding of your attitude toward investment risk. We spend a lot of time in this area, helping to demystify this issue so that you can make an informed choice, with our help, as to the level of investment risk you are comfortable with.

Whether you are a cautious investor, or an adventurous investor we will create a tailored investment portfolio for you with two core aims:

  • To match your attitude to risk
  • To reduce risk, wherever possible by spreading your investments across different regions and asset classes

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.