https://www.caplebanks.co.uk/team-bios daily 0.75 2025-12-05 https://www.caplebanks.co.uk/team-bios/dawn-peacock monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480552062-OVSZLPTB5CNT5I2Z63CM/caple-banks-finance-team-dawn-02.jpg Team Bios - Dawn Peacock. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/helen-duncan monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480579454-XZHM0GM2A504NO9CX9I6/caple-banks-finance-team-helen-02.jpg Team Bios - Helen Duncan. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/maian-minaar monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480595476-VFCK2Y4VGJUDYWZW1S9K/caple-banks-finance-team-maian-02.jpg Team Bios - Maian Minaar. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/matt-cates monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480611638-GJBPCWP1CNFT8R1CVWYE/caple-banks-finance-team-matt-02.jpg Team Bios - Matt Cates. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/kate-phoenix monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480627734-LYBFSON1ZESFBIMKY420/caple-banks-finance-team-kate-02.jpg Team Bios - Kate Phoenix. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/kym-boulton monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480642823-NSY122W0MBSMVUCTLUER/caple-banks-finance-team-kym-02.jpg Team Bios - Kym Boulton. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/james-bergmann monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480660009-US4T9O2RUEXKP3NNZDDN/caple-banks-finance-team-james-02.jpg Team Bios - James Bergmann FPFS. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/kevin-caple monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1763480677602-CEKVGDDUCTID795KGQ90/caple-banks-finance-team-kevin-02.jpg Team Bios - Kevin Caple Dip PFS. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/team-bios/jody-banks monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/488b1ab5-53bb-469c-96e4-4bc3f169f997/caple-banks-finance-team-jody-02.jpg Team Bios - Jody Banks MBA FPFS. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.caplebanks.co.uk/about daily 0.75 2025-12-11 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/cd5865d7-ab0a-4ef3-bf77-772c3b98894e/caple-banks-finance-team-41-banner.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/0c330f8b-7fa8-4a91-a29c-e8b041d50dd3/caple-banks-finance-team-kevin-01.jpg About - Kevin Caple Dip PFS Director & Financial Adviser. With more than 30 years in financial services, Kevin combines experience and clarity to help clients feel confident about their financial future. Calm, methodical and trusted, he values building relationships that stand the test of time. Read more about Kevin → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/54148c5d-8c28-47df-bacf-febf4cdfbd39/caple-banks-finance-team-jody-01.jpg About - Jody Banks MBA FPFS CEO & Chartered Financial Planner. With over 20 years of experience, Jody loves building long term client relationships and ensuring every individual feels understood. She leads the firm with a steady and insightful approach and is committed to personal service, trusted advice, and maintaining the high standards that define the firm. Read more about Jody → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/4ddcd6a3-ae9b-4bb7-bbbc-1b9512e9fdee/caple-banks-finance-team-dawn-01.jpg About - Dawn Peacock Administrator. With nearly 20 years of experience, Dawn ensures everything runs smoothly behind the scenes. Friendly and efficient, she enjoys the variety of her role and the chance to build genuine connections with clients. Read more about Dawn → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/ef4289e3-1188-4de9-937c-08f796167226/caple-banks-finance-team-kym-01.jpg About - Kym Boulton Employee Benefit & HR Director. Kym thrives on variety and collaboration, working with clients to develop employee benefits that enhance wellbeing and retention. Her positive energy and approachable style keep both clients and colleagues smiling. Read more about Kym → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/38fd1838-4d81-43a6-ae1a-b3b61b68bd74/caple-banks-finance-team-james-01.jpg About - James Bergmann FPFS Chartered Financial Planner & Operations Director. James enjoys helping clients gain clarity and peace of mind about their finances. Detail-focused and approachable, he brings technical expertise and a steady hand to both client work and the firm’s operations. Read more about James → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/a8169bc8-1b3a-422f-a9d6-d17c7108776d/caple-banks-finance-team-matt-01.jpg About - Matt Cates Paraplanner. Curious and solution-driven, Matt enjoys the challenge of piecing together each client’s financial picture. He brings a collaborative spirit and a calm, problem-solving approach to every case. Read more about Matt → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/baee0e3b-00ee-4a8f-a31c-62da9459863b/caple-banks-finance-team-maian-01.jpg About - Maian Minnaar Trainee Paraplanner. Maian values the individuality of every client case and brings strong communication skills that bridge teams across the business. His analytical approach and enthusiasm make him a valued part of the Caple Banks team. Read more about Maian → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/2802017c-2df0-4a0d-9e22-b732578d4ea9/caple-banks-finance-team-kate-01.jpg About - Kate Phoenix Paraplanner. Analytical and thoughtful, Kate enjoys finding creative solutions to complex client objectives. She takes pride in producing clear, well-reasoned advice that clients can trust and understand. Read more about Kate → https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/f5401289-14ef-4858-a681-a7849e0903a1/caple-banks-finance-team-helen-01.jpg About - Helen Duncan Client Manager. With over 45 years in financial services, Helen brings a wealth of experience and a genuine care for clients. She enjoys the variety of her role, from supporting individual financial reviews to meeting corporate clients, and takes pride in providing thoughtful, consistent service. Read more about Helen → https://www.caplebanks.co.uk/inheritance-tax-planning daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/bbdd896b-ebeb-4229-a248-eacd323bf7ee/caple-banks-finance-inheritance-tax.jpg https://www.caplebanks.co.uk/investment-advice daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/b2d265e2-cd62-4bd1-b4e9-23d523e9f714/caple-banks-finance-investment-advice-02.jpg https://www.caplebanks.co.uk/retirement-planning daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1764691713935-TX3T25J86CSOGW7ZV28T/unsplash-image-Pr4QTWGmCzw.jpg https://www.caplebanks.co.uk/life-protection daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1754406300625-JVUOXVGTIDLRO5FLYY2T/unsplash-image-ONPD_ZgSedE.jpg https://www.caplebanks.co.uk/sports-medical-insurance daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/00af37c6-645a-4c59-a8d0-3a848baf5eea/caple-banks-finance-sports-insurance-rugby-03.jpeg https://www.caplebanks.co.uk/our-values daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/ab6c9dd4-3dd8-4743-9669-0924edebe5c0/caple-banks-finance-files-our-values-47-banner.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/5f8ec8d3-d1bb-4ae1-a94e-02d69b257f39/caple-banks-finance-hand-shake-49.jpg https://www.caplebanks.co.uk/your-tailored-journey daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/9e01f377-f6fd-46f5-bd4f-4ece4921c6f3/caple-banks-finance-tailored-journey.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/249f0672-454c-466a-9926-981a76eeb65c/caple-banks-client-journey-04--07.png https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/b6645a57-597f-4e96-a1bc-fc89f74ae5f2/caple-banks-client-journey-04--10.png https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/8ee3c2a8-aabb-47a6-8ac5-ac55a5c7af8b/caple-banks-client-journey-04--09.png https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/acda8da5-79c4-4f57-a175-7b0f2e4bce9b/caple-banks-client-journey-04--08.png https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/d044695c-081f-4263-843c-82013d196e0d/caple-banks-client-journey-04--11.png https://www.caplebanks.co.uk/endorsements daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/5ac4de0b-8eca-4f7a-86e5-d3f5825756c4/caple-banks-client-testimonial-ginny-johnny.jpg Endorsements “We needed to get our future plans in order to make sure we used up our pension allowances. James gave us a four year plan to save up to buy our home. I value James’s contribution so highly. I am fairly strong on spreadsheets and financial planning but this was another level for me and James spent hours explaining everything. He is always calm, which is so important. We are now living in our fully paid for home and could not have done it without his expert help.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/4b5cef1f-27b2-4a3c-bba9-559a350e0668/caple-banks-client-testimonial-dick.jpg Endorsements “I have known Kevin for many years. He has a team of friendly people who help with any queries. Together we have been in the race against inflation and we are winning! Caple Banks constantly manage the risk, spread investments and position funds to grow, even through difficult times. They are friendly and can be trusted. Kevin and his team have filled a difficult hole in my life with knowledge and skills and I give my sincere thanks.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/878cf8ae-c9d5-47db-8876-b58509bb58d7/caple-banks-client-testimonial-pauline-2.jpg Endorsements - "I’d not been truly satisfied with my existing financial advisor and was recommended by a friend to have a chat with Caple Banks. Jody and her team have been amazing, they are professional and friendly and they’ve given me all the advice I need. I have a much clearer understanding of my finances and feel confident moving forward. I would definitely recommend them to anyone, my daughter also uses them too!" https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/23f03d18-ddf5-4503-ac33-3c0944242670/caple-banks-client-testimonial-ken-anne.jpg Endorsements “We have been with Caple Banks since 2011 after bad advice from another adviser resulted in a considerable financial loss. We hunted around and were recommended to Caple Banks as our problems were too complex. Kevin and Jody took us on and secured the majority of our losses through the Financial compensation scheme. I invested my SIPP with them and have been drawing an income for 14 years. We would recommend them to everyone looking for good honest advice.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/24d5464c-07e0-4c08-94d9-45ca96a145af/caple-banks-client-testimonial-anonymous.jpg Endorsements “Kevin and his team were great in tracking down old UK pensions and gave us advice on our other investments from our expat days. We have really appreciated Kevin’s fast reply to our multiple queries as we got set up with our UK portfolio. Kevin and his team were extremely helpful in explaining the nuances of the UK investment options and tax implications. We would recommend Caple Banks for helpful speed and responsiveness from the whole team.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1a1699b5-0a2a-42b8-a38b-dc0a9752b9cb/caple-banks-client-testimonial-ian-julie-2.jpg Endorsements "We were recommended Caple Banks by a colleague after feeling disillusioned with our previous advisors. From our first meeting with Jody, we were impressed by her clear, personal approach and how she explained everything so simply. Since joining, we’ve had regular reviews tailored to our risk profile, with proactive advice that helps protect our investments and builds real confidence. The team is approachable, responsive and genuinely has our best interests at heart - we’ve already recommended them to friends and colleagues." https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/158e0db7-178b-419e-80f9-33b847952752/caple-banks-client-testimonial-mark.jpg Endorsements “Caple Banks were recommended to me by a respected Bristol based accountant, and so I approached Kevin and Jody. I needed to be sure the team looking after my money could be trusted to give judgement and advice that was up to date and professional. Over the last 15 years Caple Banks have proved to be all this. Their advice has grown my capital and tailored my SIPP. Now in my retirement they have offered invaluable advice. I would not hesitate to recommend Caple Banks to others.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/b0d52be6-7e7a-45b8-99bd-d4aca2bc388a/caple-banks-client-testimonial-diana-2.jpg Endorsements "I first heard of Caple Banks Wealth Management in 2016. Recently widowed, I realised the need for support of my legacy. So the search began..... Caple Banks fit the bill: a young, independent business, good listeners, face to face meetings, within reach by car, well explained methods of progress. I've never looked back. Along with my portfolio growing the confidence and trust has grown also. I would happily recommend the team at Caple Banks." https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/fd74939d-77bc-49c6-aa5e-16dc29feb04b/caple-banks-client-testimonial-jon.jpg Endorsements “The service I receive from Caple Banks is excellent. It is always very personal and I feel during reviews that I am the only client. Communication is always clear and succinct and the regular newsletters are always informative. The monitoring of the pension provider and the plan performance is always meticulous, with any changes explained and carried out quickly. James and the team take the time to get to know you personally and I would highly recommend an informal one to one.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/c6074a9f-7e98-419f-bb7b-450483a2ba34/caple-banks-client-testimonial-sue.jpg Endorsements “Caple Banks have been fantastic to work with - their advice has really helped me feel confident about my financial future. They’re knowledgeable, personable, and always take the time to explain things clearly and I have been thoroughly impressed with their advice and support. I have recommended them to friends because they are friendly, trustworthy, and genuinely care about their clients.” https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/649812f1-6dfb-4de3-ba4d-73e94d329973/caple-banks-client-testimonial-jack.jpg Endorsements “I have been a client of Caple Banks for approximately 20 years purely on a close friends experience and recommendation. He told his story of the financial situation he was in and your persistence to resolve the matter. I said I need to meet this person as I needed help. After the first meeting and accepting Caple Banks services it was one of the best decisions I have ever made. I have no hesitation in recommending Caple Banks and feel fortunate to be in the hands of a genuine organisation.” https://www.caplebanks.co.uk/contact daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/e31c47eb-5131-41a4-b2f2-62eaacb1af8f/caple-banks-finance-office-43-banner.jpg https://www.caplebanks.co.uk/who-we-suit daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/1752070429917-J4UB86NCC1ER9OIJ7MPR/unsplash-image-oshVSMH6JZQ.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/f7905bb5-e93f-49b1-94a8-15892e5f0bd6/caple-banks-finance-taking-measurements.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/ed3cff96-018f-4450-9500-317c66fc6eb3/caple-banks-finance-crafting-pattern.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/80571b1c-fccd-4378-950e-157c279b3577/caple-banks-finance-perfect-fit.jpg https://www.caplebanks.co.uk/privacy-policy daily 0.75 2025-12-05 https://www.caplebanks.co.uk/home daily 1.0 2025-12-08 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/5c0ed282-89f6-4b6a-ac88-25dc334a4310/caple-banks-finance-33.jpg https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/49f62343-693d-4dc9-a151-1c5e8fe45657/caple-banks-finance-25.jpg https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225337376-36JM1AX4C0NIC32WNXXU/Rectangle+26.jpg Home https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225123989-3AGGEWNOKB8XK6YRH6A9/Rectangle+25.jpg Home https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225350677-B3YBA0I530Q8W9125BX3/Rectangle+27.jpg Home https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1615225322403-8M32U1NK41JYCCJQCWP7/Rectangle+25.jpg Home https://www.caplebanks.co.uk/services daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/6455ee1a-9f00-4cd9-ac26-e97c8859ff71/caple-banks-services-areas-of-expertise-sports-medical-insurance.jpg Services We work with professional clubs and athletes to help maximise health budgets and ensure players receive the best possible medical care. Our aim is to deliver effective, well-managed cover that supports recovery and helps players return to full fitness as quickly and safely as possible https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/41b5b9a8-5eee-4aa4-b29c-1239b10067a5/caple-banks-services-areas-of-expertise-life-protection.jpg Services We provide tailored insurance solutions for individuals and businesses, covering life assurance, critical illness, and private medical insurance. Our advice ensures the right protection is in place for you, your family, or your company. https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/ceee49e4-6324-47fc-9afc-b7b33f1bd50d/caple-banks-services-areas-of-expertise-investment-advice.jpg Services Our process begins with understanding your life goals. Then we design and manage an investment strategy to give you the best chance of achieving these with clarity and confidence. https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/2bd8575f-0162-4155-9a29-41eaa1006c84/caple-banks-services-areas-of-expertise-inheritance-tax-planning.jpg Services We help clients protect the wealth they have worked hard to build by creating clear, practical strategies to reduce potential inheritance tax liabilities and ensure assets pass to future generations as efficiently as possible https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/7d8f40b6-0c14-49c2-8bbf-b90b0ace75c1/caple-banks-services-areas-of-expertise-employee-benefits.jpg Services - We work with businesses of all sizes, from small teams to large corporates, to design employee benefits that fit your objectives and your budget. By sourcing from the whole of the market, our experienced and independent team helps you create a programme that strengthens culture and plays a valuable role in attracting and retaining talent within your business. https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/dd55f3dd-30fd-43ec-9045-df212c174000/caple-banks-services-areas-of-expertise-retirement-planning.jpg Services We help you plan for every stage of retirement, from building your wealth during working life to structuring income efficiently when you stop, creating lasting confidence in your financial future. https://www.caplebanks.co.uk/employee-benefits daily 0.75 2025-12-05 https://images.squarespace-cdn.com/content/v1/665f8dc9b171bc528ad3e08f/553a4b67-6197-4268-a001-8be5f52749a3/caple-banks-finance-employee-benefits.jpg