Where can I access up-to-date information?

Carpenter Box Financial Advisers strive to provide and share a range of content covering the latest ‘hot topics’. From how to navigate the Covid-19 crisis, how to prepare your pension(s) for retirement, the separation and divorce journey right through to getting organised for later life care, Wills & Lasting Powers of Attorney and how to obtain the best interest rates when managing your cash.

How we can help

As financial advisers, we can assist you in the following areas:

cash management
Separation and divorce
estate planning
Corporate financial planning
investment planning
sustainable investing
protection
auto enrolment pension services
retirement planning
later life planning
tax planning

We also form part of Carpenter Box – award winning Chartered Accountants, Chartered Tax advisers and Business Consultants so are well placed to provide you with an all-round ‘in-house’ service.

Keeping you informed

Content is published regularly via this website and monthly newsletters.

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At the Coalface video series

Our new video series, At the Coalface provides a brief roundup of how investment markets react to global news flow and how investment managers interpret this information to make informed decisions on shaping their funds/portfolios accordingly.  You can access the content via our website or by visiting our YouTube Channel.

The Retirement Gym Podcast

We also have our own podcast called The Retirement Gym which is hosted by Roy Thompson, Partner and Head of Financial Services. The podcast covers a variety of topics such as “Budgeting for your retirement, can women be adversely affected in retirement?” “Understanding your pension” and “What is sustainable investing?” Why not have a listen here and subscribe wherever you get your podcasts.

Client survey results 2020

In December 2020 we undertook a client satisfaction survey and we are delighted to have scored highly across several key areas including quality of work and communication. A summary of the results can be found here.

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If you would like to speak to a member of our team about how we can help you achieve your financials goals, contact us on 01903 534587.