About

Professional. Personable. Proven.

Our Mission

Trusted Financial Advice. Personal Service. Real Results.

At Caple Banks, our mission is simple: to deliver honest, expert financial advice that empowers our clients to plan, protect, and grow their wealth with confidence.

We are a small, highly experienced financial advisory firm known for our approachable, down-to-earth service. We believe financial planning should never feel overwhelming — which is why we make it our priority to explain everything clearly, without jargon, and tailor every recommendation to your personal goals.

From retirement planning, tax mitigation, and investment advice to inheritance tax planning, life protection, and specialist sports medical insurance, we offer a full suite of financial services designed to meet your needs at every stage of life.

Our clients trust us for:

  • Transparent, unbiased financial advice

  • A personalised, relationship-based approach

  • Decades of experience with proven results

  • Ongoing support for individuals, families, and business owners alike

We value trust, integrity, and simplicity. Every client we serve is treated with respect, confidentiality, and the care they deserve.

Whether you’re planning for retirement, growing your investments, or protecting your family and livelihood, we’re here to help — with reliable, professional guidance every step of the way.

Let’s make your financial future clearer, stronger, and more secure — together.

Our Team

Meet Your Trusted Finance Team. Let us help you make smarter financial decisions — with clarity, confidence, and a team you can count on.