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“ As a premier provider of independent financial planning, advice and wealth management services, we aim to ensure the value we add for our clients exceeds the cost paid for our services. ”
News Today
Rexam flies ahead on profit gains as FTSE lags

Britain?s benchmark stock index flatlines as downbeat data create a gloomy outlook despite the Greek deal averting a crisis for now.
Read More...

Barclays takes on Hargreaves in fight for DIY investors

Barclays Stockbrokers has signed up funds platform Fidelity FundsNetwork in a bid to take on Hargreaves Lansdown (HRGV.L) in its core market.
Read More...

New warning of dreaded 'hard landing' in China

Amid growing optimism that the Chinese authorities can manage a slowdown, a government adviser has warned that a hard landing may still occur this year.
Read More...

Welcome to an uncertain financial future

Sandwiched between two skint generations, the Uncertain Generation are seeing their money squeezed like never before.
Read More...

Barclays: customer complaints down but 'still too high'

Customer complaints fell 6% in 2011, but were up in the second half of the year and high in investments and insurance.
Read More...

Chart of The Day: PPI victims paid £2 billion but owed billions more

New FSA figures show how much the banks have paid out in compensation to victims of the PPI mis-selling scandal so far.
Read More...

How to pay for long-term care of your loved ones

The average person can expect to spend nearly 60% of their retirement in good health, but how will you pay for the other 40%?
Read More...

Extra £50 billion of QE wasn?t enough for Bank of England duo

Two members of the Monetary Policy Committee wanted its quantitative easing programme to be extended by £75 billion, Bank of England minutes show.
Read More...

Shell lights up cautious FTSE with £1bn bid for Cove

(Update) The FTSE 100 trod water over 5,900 as nervousness resumed over the state of the Greek bailout but Cove Energy (COVE.L) soared on an agreed bid from Royal Dutch Shell.
Read More...

Former Threadneedle trader investigated in fraud inquiry

Police are investigating a suspected $150 million trading fraud by a former trader at investment group Threadneedle.
Read More...

Liontrust snaps up more of StatPro

Anthony Cross and Julian Fosh have upped their backing for asset management software firm StatPro (SOG.L).
Read More...

Smart Investor Tip: a construction giant that's ripe for investment

This construction and engineering major, whose results are due in two weeks' time, gets a thumbs-up from Smart Investor.
Read More...

Wednesday Papers: Osborne pressed to cut taxes on business

And Greece given nine days to complete reforms or forfeit ?130 billion bailout.
Read More...

The Expert View: Tullow Oil, Aberdeen Asset Management and Tracsis

A round-up of analyst notes, including their take on Homeserve and Pendragon.
Read More...

Citywire Top Stocks Daily News Digest

All the news from across the web about the companies featured in Citywire's Top Stocks.
Read More...

Overnight Markets: Wall Street erases gains on surging crude prices

The Dow Jones closed at 12,966 after briefly crossing 13,000 mark for the first time since May 2008.
Read More...

FTSE slips as Greece staves off default

UK index wobbles as investors mull bailout deal; Vedanta Resources (VED.L) gains 7% after announcing restructuring plans.
Read More...

Savings: the ISA rates about to plummet

ISA season means the launch of new and exciting-sounding savings deals. But what happens to last year's competitive rates?
Read More...

Would you tune in to Retirement TV?

Here are some refreshing, if quirky, ways in which pension companies could engage savers
Read More...

Set a monthly budget and watch your money grow

Richard Buxton of Schroders is our first Money Master Class investment expert. He explains the benefits of saving into the stock market.
Read More...

Personality Finance
Rexam flies ahead on profit gains as FTSE lags

Britain?s benchmark stock index flatlines as downbeat data create a gloomy outlook despite the Greek deal averting a crisis for now.
Read More...

Barclays takes on Hargreaves in fight for DIY investors

Barclays Stockbrokers has signed up funds platform Fidelity FundsNetwork in a bid to take on Hargreaves Lansdown (HRGV.L) in its core market.
Read More...

New warning of dreaded 'hard landing' in China

Amid growing optimism that the Chinese authorities can manage a slowdown, a government adviser has warned that a hard landing may still occur this year.
Read More...

Welcome to an uncertain financial future

Sandwiched between two skint generations, the Uncertain Generation are seeing their money squeezed like never before.
Read More...

Barclays: customer complaints down but 'still too high'

Customer complaints fell 6% in 2011, but were up in the second half of the year and high in investments and insurance.
Read More...

Chart of The Day: PPI victims paid £2 billion but owed billions more

New FSA figures show how much the banks have paid out in compensation to victims of the PPI mis-selling scandal so far.
Read More...

How to pay for long-term care of your loved ones

The average person can expect to spend nearly 60% of their retirement in good health, but how will you pay for the other 40%?
Read More...

Extra £50 billion of QE wasn?t enough for Bank of England duo

Two members of the Monetary Policy Committee wanted its quantitative easing programme to be extended by £75 billion, Bank of England minutes show.
Read More...

Shell lights up cautious FTSE with £1bn bid for Cove

(Update) The FTSE 100 trod water over 5,900 as nervousness resumed over the state of the Greek bailout but Cove Energy (COVE.L) soared on an agreed bid from Royal Dutch Shell.
Read More...

Former Threadneedle trader investigated in fraud inquiry

Police are investigating a suspected $150 million trading fraud by a former trader at investment group Threadneedle.
Read More...

Liontrust snaps up more of StatPro

Anthony Cross and Julian Fosh have upped their backing for asset management software firm StatPro (SOG.L).
Read More...

Smart Investor Tip: a construction giant that's ripe for investment

This construction and engineering major, whose results are due in two weeks' time, gets a thumbs-up from Smart Investor.
Read More...

Wednesday Papers: Osborne pressed to cut taxes on business

And Greece given nine days to complete reforms or forfeit ?130 billion bailout.
Read More...

The Expert View: Tullow Oil, Aberdeen Asset Management and Tracsis

A round-up of analyst notes, including their take on Homeserve and Pendragon.
Read More...

Citywire Top Stocks Daily News Digest

All the news from across the web about the companies featured in Citywire's Top Stocks.
Read More...

Overnight Markets: Wall Street erases gains on surging crude prices

The Dow Jones closed at 12,966 after briefly crossing 13,000 mark for the first time since May 2008.
Read More...

FTSE slips as Greece staves off default

UK index wobbles as investors mull bailout deal; Vedanta Resources (VED.L) gains 7% after announcing restructuring plans.
Read More...

Savings: the ISA rates about to plummet

ISA season means the launch of new and exciting-sounding savings deals. But what happens to last year's competitive rates?
Read More...

Would you tune in to Retirement TV?

Here are some refreshing, if quirky, ways in which pension companies could engage savers
Read More...

Set a monthly budget and watch your money grow

Richard Buxton of Schroders is our first Money Master Class investment expert. He explains the benefits of saving into the stock market.
Read More...

News Feed - Supplied by Citywire
22nd February 2012
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At Caroline Banks & Associates we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live. By engaging with us you assure yourself of regular financial checkups and access to new ideas brought to you by the Caroline Banks team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

The two Directors responsible for financial advice are Caroline Banks and Charles Wood who are Chartered Financial Planners, which is a recognisable benchmark of quality and ethical practice for professionals giving finance advice and has elevated financial services to the same standing as other Chartered professions.

Caroline (Managing Director) has more than 22 years experience helping clients plan their financial futures and became one of the first to become a Chartered Financial Planner in 2006.
Charles Wood (Director) has more than 13 years experience in the financial services industry 11 of which have been working with Caroline. He has been advising clients since 1996 and joined Caroline in being one of the first to become a Chartered Financial Planner.
 

   


 

Authorised & Regulated by the Financial Services Authority. Registered in England No 2932776