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

Johnny takes great care when helping me access documents because of my blindness. He audio describes all graphs and describes things several times so I’m able to grasp financial concepts. Thank you Johnny you’re a star!

Lucy Edwards & Oliver Edwards-Cave 

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

Mrs Johnstone

I found the team at Carpenter Box (Financial Advisers) very professional and helpful. I am pleased to have consulted with them regarding my pension transfers and advice.

Pamela Bovill

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

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

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