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 Services
Our service starts with a free, no obligation consultation to discuss your specific circumstances. This initial consultation can often be done over the telephone to identify if it is an area we can help you with. Even if we can’t help we may be able to guide you to a solution that is right for you.
Please do not hesitate to call us on 01275 370300 if you have a query that you think we may be able to help with.
As part of this consultation we will discuss the process we will follow and the likely costs associated with our services. We will always agree any costs with you in advance. This initial consultation is normally followed up by a meeting at a location and time to suit you.
At this meeting, we will discuss your current situation, capture your concerns and help evolve some key financial goals with you. Our aim is to undertake a full financial review of your circumstances however we can often identify some immediate actions which may benefit you whilst we gather together a broader picture of your financial life. A key part of our service is to not only help you reach your goals if all things go to plan but ensure that you and your family are protected should circumstances change.
Once we have gathered all the information, we will consider your situation, needs and priorities. We will consider a number of alternative strategies which may be right for you and discuss the benefits and the risks associated with each. Everything will be documented for you in a detailed report including our recommendations which we will go through with you in a follow up meeting. Our aim is to agree realistic and affordable priorities to assist you in achieving your financial objectives.
When we have agreed an action plan we will help implement it for you. This is where most of our clients feel the true benefit of our service. We will do the hard work for you, remember it’s our job to simplify your financial life.
Listed below are details of the specific services we offer -
Financial Planning Protecting yourself and your family
Retirement Planning General Insurance Tax Planning Mortgages
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!
