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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
E-mail Webmaster

Message: 19th April 2011
It has been drawn to our attention that a bogus firm is using our name and making cold calls. We do not make these type of calls in any circumstances.

CAROLINE BANKS Chartered Financial Planners

After being awarded the title IFA of the Year in 1994, Caroline Banks formed Caroline Banks & Associates Ltd. The award was then the industry’s technical benchmark and a recognition of excellence.

The two Directors responsible for financial advice are Caroline Banks and Charles Wood, who were amongst the first advisers in the UK to become Chartered Financial Planners upon commencement of this prestigious designation in 2006. This title 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.

We were also thrilled to become one of the first to be recognised as a Chartered firm of Financial Planners in 2007. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practise and ensures our clients can be confident they are dealing with one of the UK’s leading firms that is wholly committed to providing the best possible advice, service and support. From advice on a simple transaction, to a full holistic financial planning service, we aim to help our clients build their wealth, protect it and pass it on.

Charles holds the Investment Management Certificate (IMC) and both Caroline and Charles are affiliates of STEP, the Society of Trust and Estate Practitioners, through holding the STEP Certificate for Financial Services (Trusts and Estate Planning).

We work with professional advisers across many other areas including fund management and detailed tax and legal advice.

The Company built its top class reputation over the past 16 years through giving solid financial advice, aiming to give service to their clients which could rarely be matched. Acknowledgement of this was given when the Evening Standard magazine, ES, featured the company as one of the best seven independent advisers in London. (Source: ES 4 September 1998). Other recognitions we are proud of is the company being short listed in the Citywire New Model Adviser of the Year Awards, London in January 2007. Prior to this, the company was runner up as "Best Pension IFA" in the Money Marketing Financial Services awards.

Committed to using the latest technology to assist with detailed research, the Company has a highly trained administration department where staff members constantly undergo professional development training. Authorised and regulated by the Financial Services Authority, Caroline and Charles advise a broad spectrum of individual and corporate clients. References may be sought, on request.

All new clients to the company are through referral only.

 
     

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