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Meet our team

At Carpenter Box Financial Advisers, we take a collaborative and pro-active approach. Our dedicated team are enthusiastic, knowledgeable and friendly, and they’re committed to working hard for you.

Roy Thompson Partner and Head of Financial Services
Tom Reed Partner - Head of Gatwick Financial Services
Gill Lynes Director - Later Life Advice
Ross Baumann Senior Financial Planning Manager
Johnny Mullett Senior Financial Planning Manager
Ben Keeley Associate Financial Adviser
Tim Dunn Protection Adviser
Megan Addle Junior Paraplanner
Shelley Bartup Operations Manager

Our Company

Contact Us

© 2025 Carpenter Box Financial Advisers
Carpenter Box Wealth Management LLP is a Limited Liability Partnership. Registered in England and Wales No. OC338257. Registered Address: Amelia House, Crescent Road, Worthing BN11 1RL. Carpenter Box Financial Advisers is a trading style of Carpenter Box Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 489484 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk

The Financial Conduct Authority does not regulate taxation, legal, Will or Trust advice, Estate Planning, cash flow modelling, as well as some types of corporate financial planning. Tel: 0800 023 4567 or 0300 123 9 123

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