Caple Banks Limited

Independent Financial Adviser Building 5, Highnam Business Centre, Highnam, Gloucester, GL2 8DN
Response rating
7.0/10
FCA verified
10th September 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Corporate pension
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Jody Banks Dip PFS
Director
adviser-person
Kevin Caple Dip PFS
Director
What our clients say
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,, Dorset
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,, Stroud
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,, South Gloucestershire
Where to find us

Building 5, Highnam Business Centre, Highnam, Gloucester, GL2 8DN

Contact us
About us

Caple Banks is committed to delivering a high quality service to clients looking for a trusted and reliable adviser. We endeavour to make the complicated world of financial services understandable, working with our clients over the long term to identify and achieve their goals. To find out more, or to arrange a free initial meeting to see how we might help, please get in touch.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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