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Caple Banks
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Contact
Caple Banks
Areas of Expertise
About Us
Prospective Client
Existing Client
Areas of Expertise
About Us
Prospective Client
Existing Client
Contact
Dawn Peacock.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Dawn Peacock.

Administrator.

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Helen Duncan.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Helen Duncan.

Client Manager.

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Maian Minaar.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Maian Minaar.

Paraplanner.

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Matt Cates.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Matt Cates.

Paraplanner.

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Kate Phoenix.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Kate Phoenix.

Paraplanner.

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Kym Boulton.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Kym Boulton.

Corporate Benefits Consultant.

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James Bergmann FPFS.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

James Bergmann FPFS.

Chartered Financial Planner & Operations Director.

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Kevin Caple Dip PFS.
Sophie Jackson 05/11/2025 Sophie Jackson 05/11/2025

Kevin Caple Dip PFS.

Financial Advisor & Director. 

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Jody Banks MBA FPFS.
Sophie Jackson 19/08/2025 Sophie Jackson 19/08/2025

Jody Banks MBA FPFS.

CEO and Chartered Financial Planner.

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Email.
enquiries@caplebanks.co.uk

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Gloucester Office.
Building 9, Highnam Business Centre,
Highnam, Gloucester GL2 8DN
Tel:
01452 768138

Bristol Office.
Quay House, 10 South Road,
Portishead, Bristol BS20 7DW
Tel:
01452 768138

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© Caple Banks Ltd. 2025. Caple Banks Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales: 07307099. Registered Address; Building 9, Highnam Business Centre, Highnam, Gloucester GL2 8DN