About us

An integrated approach

Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers at Carpenter Box 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.

Practical advice

With significant experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time. This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations.

We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

Buy with Confidence

Carpenter Box Financial Advisers have successfully been granted membership of the Buy with Confidence scheme run by Trading Standards.

The Buy with Confidence scheme is increasingly used by consumers who are seeking to ensure that the professionals they are engaging with are reputable and trustworthy. The exceptional feedback that we have received from our clients reinforces our reputation and we are proud of the very positive comments that have been made. Clients can therefore be assured that we are a company they can trust, and we’ve gone the extra mile to prove our worth.

We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.

The value of your investments can go down as well as up, so you could get back less than you invested.