Caple Banks Limited

Independent Financial Adviser Quay House, 10 South Road, Portishead, North Somerset, Bristol, BS20 7DW
First meeting at adviser's own cost
Response rating
FCA verified
18th March 2019
We can advise you on
    • Corporate pension
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Kevin Caple Dip PFS
Jody Banks Dip PFS
What our clients say
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
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
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
Where to find us

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

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
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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