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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.

Shelley Bartup Operations Manager
Shannon Du-Graie Sales Support
Emma Fitzgerald Senior Manager, Financial Services – Compliance & Operations
Jane Hanks Paraplanner
Ruth Jarvis Paraplanner
James McAdams Sales Support
Della Murdoch Sales Support
Chae Sakakini Sales Support
Sally Whitehead Paraplanner

Our Company

Contact Us

© 2024 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

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
www.financial-ombudsman.org.uk

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