Carpenter Rees Limited

Independent Financial Adviser  11 Ashbrook Office Park, Manchester, Greater manchester, M22 5LB
check
FCA authorised
Last authorised 21st September 2020
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
check
Long term care
Meet our advisers
Carl Martin BSc (Hons), FPFS, CFPCM
Consultant - Chartered Financial Planner
Michael Carpenter
Director
Stephen Rees
Director
About us

Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise.
Specialising in both people and business at Carpenter Rees you will find a group of highly qualified, yet accessible individuals who work closely together to deliver a personable service tailored to your needs.
Specialist areas also include SSAS, personal and corporate financial planning and employee benefits.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

11 Ashbrook Office Park, Longstone Road, Manchester, Manchester, M22 5LB

Similar advisers near you

Independent Financial Adviser 0.64 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 0.76 mi
Chartered Financial Planner specialising in Final Salary Pension Transfers and advice on Inheritance Tax Mitigation
 
Independent Financial Adviser 1.01 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
Restricted - whole of market 1.18 mi
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.