We approached Gill for advice regarding our mothers finances and options for the future. Gill listened to what we wanted to achieve from the appointment, gathered an understanding of mums financial position and was then identified the options most appropriate for us to take forward on mums behalf. Gill’s knowledge in relation to our discussion was evident, she was also able to advise regarding benefits mum might not yet be claiming which was also helpful. Gill’s empathy and understanding throughout the meeting was appreciated by both my brother and I.

Alison Ball

“…thank you for all your efforts on my behalf and for the friendly, professional and patient way you have steered me through the process of sorting out my pension options. Please be assured if I or any of my family/associates have any financial issues in the future I will be very happy to recommend you to them.”

Peter Chrobok

I’ve had a great experience as someone very new to most of the terms. I feel much more confident and at ease with my financial decisions now. Have already recommended it to a few of my peers. Thank you so much!

Alice Thomas

Always a pleasure working with Roy Thompson & his team, his explanations on our portfolio & tax planning are easy to understand so well done team

Mr & Mrs Divall

The CarpenterFA team have been professional, knowledgeable and helpful throughout. With limited basic
knowledge of the requirements for setting up a trust fund for minors it is fair to say I would not have achieved the required result without the great advice received from Tom and his team. Tom has been welcoming and attentive at our meetings and there has never been time pressure, all questions posed have been thoroughly answered and I am very grateful for all the help provided.

Lee Shaughnessy

Mr and Mrs Dean

Mrs Johnstone

Karen Dobbins

I received very helpful and comprehensive advice on personal and company pensions. The process was very smoothly and efficiently undertaken and Simon has been a pleasure to deal with.

Helen Fitzsimons

A personable, knowledgeable and professional adviser who gives expert advice. I got the help I was looking for in relation to my pension and freeing up income.

Mike Nicholas

Gill established my financial circumstances very well, assessed my attitude to risk and recommended transferring my pension. She was extremely capable and explained the objectives and risk assessment clearly. I enjoyed my meeting and was made to feel very welcome. I would have no hesitation in recommending her services.

Jill Lynn

I have benefited from a highly professional service for a number of years, both from my personal financial adviser and the wider support team. My options are always clearly explained and all dealings are carried out in an efficient, courteous and timely manner.

Ms B Wickham

At a time of immense personal tragedy, we have been very patiently and professionally guided through complex financial decisions by our adviser and his team. They have liaised with third parties on our behalf to supplement their existing knowledge of our family finances, exploring an extensive range of potential financial strategies to find those best suited to our needs. We have total confidence and trust in our financial team. I am extremely grateful for the professionalism and support given to myself and my family. 

Kathleen Peecock

Tom has been very accommodating, knowledge & patient

Mike & Amanda Jordan

The team at Carpenter Box Financial Advisers communicated well and were very supportive. I’m very happy with the service and have made a number of recommendations already!

Jane Law Limited 

I wanted to thank you for the detailed report which was of a very high standard. I thought that the report was really well laid out and had a very logical structure to it. Especially for someone like me who doesn’t know much about investments and finance, the report was written in a way that I could easily understand.  The assumptions that had been made were clearly pointed out and the graphs were a brilliant visual representation.

A.H

Tom has always been incredibly helpful. He has taken great care to understand the details and the bigger picture to provide the best advice. I highly recommend Tom.

Mr W (West Sussex)

Many years ago in another life I was a financial adviser with Acuma of American Express. Since then I’ve had a few IFA’s dealing with my personal finances. I have to say Carpenter Box financial services lead by Tom Reed head adviser with Ben Keeley in back room staff have been tremendous in quality of service, prompt replies, good problem solving and friendly. I would highly recommend them. Fantastic team.

Mr J Soares

It’s of a source of great reassurance to have Tom and the CB team supporting our family’s financial advise

Mr & Mrs Hillier