Caple Banks Limited

Independent Financial Adviser  Quay House, Portishead, Somerset, BS20 7DW
First meeting at adviser's own cost
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
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Jody Banks Dip PFS
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Kevin Caple Dip PFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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
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.

Where to find us

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

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
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020

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