Carpenter Box Financial Advisers

Initial consultation free
Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Roy Thompson
Partner, Head of Financial Services
Mr Tom Reed
Partner, Head of Gatwick Financial Services
Mrs Gill Lynes
Director - Later Life Advice
Mr Ross Baumann
Senior Financial Planning Manager

What our clients say

I sold my business over 2 years ago and have used Carpenter Box Financial Services for all of my investment advice . This included assisting with the sale of the business and business properties,...
Tom Reed at Carpenter Box Financial Advisers provided a superb service from start to finish - we now have life/sickness policies in place that will look after our whole family for life which provides...
Gill Lynes from Carpenter Box has provided me with clear and very helpful financial advice regarding supporting my Mum who is in a care home. I would highly recommend.
I have received fantastic help and advice from Gill Lynes at Carpenter Box in regards to pensions and future planning. The service I receive from Carpenter Box is both professional and personable....
What a find - after much research and meeting other service providers I found Carpenter Box and Roy Thompson. Refreshingly honest advice providing a factual, accurate evaluation of my position and...
We approached Gill Lynes for advice regarding our mother's finances and options for the future. Gill listened to what we wanted to achieve from the appointment, gathered an understanding of Mum's...

Legal information

While endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to website terms and conditions and privacy policy .