Carpenter Box Financial Advisers

Initial consultation free
Independent financial adviser
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

108
£100k+
£150k+
£0+
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

Mrs Gill Lynes
Senior Financial Planning Manager
Mr Johnny Mullett
Senior Financial Planning Manager
Mr Ross Baumann
Senior Financial Planning Manager
Mr Roy Thompson
Partner, Head of Financial Services

What our clients say

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Alan
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,...
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Glenn
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...
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Andrew
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.
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Abi
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....
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Martin
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...
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Alison
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...

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