OUR MISSION
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.
CHARTERED FINANCIAL PLANNERS
In 2007 Caroline Banks & Associates Ltd were delighted to be amongst the first recognised as a Chartered firm of Financial Planners. This means you can be confident that we continue to satisfy rigorous criteria relating to professional qualifications and ethical good practise. As a client, you can be reassured that you are dealing with one of the UK’s leading firms and that we are wholly committed to providing the best possible advice, service, and support.
AFFILIATIONS
Caroline is an affiliate of the Society of Trust and Estate Practitioners (STEP), holding the STEP Certificate for Financial Services (Trusts and Estate Planning). She is also a Fellow of the Personal Finance Society.
Caroline Banks & Associates Ltd is a member of the Best Practice IFA Group Ltd.
We also work with professional advisers across many other areas including fund management and detailed tax and legal advice.
Everyone in our administration department is highly trained and they each receive continual professional development training.
We are a member of Best Practice IFA Group authorised and regulated by the Financial Conduct Authority (648702)
to provide advice for a broad spectrum of individual and corporate clients.
Caroline Banks & Associates works exclusively with clients who have been referred to us.
