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
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 much needed peace of mind. Tom has also assisted with my personal and company pension contributions and tax planning. The advice received was very clear and transparent - I would highly recommend the team at Carpenter Box Financial Advisers.
Glenn, Worthing
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. The admin team also provide a very prompt, friendly and proactive service. I would definitely use Carpenter Box again in the future and have already recommended them to a friend.
Abi, Horsham
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, discussing and implementing financial investments and providing tax advice.
Throughout the whole process I have found Carpenter Box and especially Roy Thompson to be very professional and approachable.
I recommend their services
Alan, Arundel
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 any implications involved (prior to this had only received the positive update from others without tax implications). Detailed meetings and correspondence followed and a plan put together to fulfil my requirements. After 3 years with them including the current economical situation I am so pleased that the quality service has continued and my investments have retained their value (especially in light of the last 5 months). Best decision I could have made was to go with Carpenter Box and I was an analyst by trade.
Martin, Chichester
About us
Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.
We work with individuals, business owners and professionals throughout the various stages of life; 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 have a range of solutions to meet your needs.
Our services
Whilst we work in all areas of financial planning, we regularly receive recommendations for the work we do in the field of retirement planning.
This can be a confusing area of financial planning and our advisers are well skilled in understanding what an individual is looking to achieve personally, building a retirement plan that meets those goals and, importantly, being able to explain this plan in simple terms.
Where to find us
Head office address: Amelia House, Crescent Road, Worthing, BN11 1RL
We are truly Independent Advisers who specialise in Investments, Pensions, Mortgage Advice and Inheritance tax planning.
In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
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