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.

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.

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

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.