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About

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.

The Director responsible for ensuring that our financial advice is of the highest quality is Caroline (Managing Director). She has more than 32 years experience helping clients plan their financial futures and became one of the first to become a Chartered Financial Planner in 2006.

Caroline Banks & Associates Ltd is a Chartered member of the Best Practice IFA Group Ltd.

  Caroline Banks


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.”


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