Caple Banks Limited

Independent Financial Adviser  Quay House, North Somerset, Bristol, BS20 7DW
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FCA authorised
Last authorised 16th November 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
Jody Banks Dip PFS
Director
Kevin Caple Dip PFS
Director
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Quay House, 10 South Road, Portishead, North Somerset, Bristol, BS20 7DW

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