Client Feedback: Heaney

Our clients came to see us to discuss how they could:

  • Consolidate capital that was split between cash accounts and ISAs, to reduce administration and paperwork
  • Grow their capital by investing in stocks, because they were concerned about their income in retirement
  • Maximise tax benefits to save efficiently for the future

The solution we implemented:

  • New stocks and shares ISAs for each client to consolidate their funds and reduce administration
  • New discretionary management portfolio invested in a growth model, targeting real returns to build wealth in the lead up to retirement
  • Management regular contribution schedule to maximise the use of the ISA allowance, ensuring capital was invested tax-efficiently

The benefits our clients have received:

  • Regular reviews and updates from their adviser, ensuring the solutions remain suitable for the clients’ objectives
  • Access to the expertise of investment managers
  • Consolidated and streamlined investment portfolio, generating real returns since inception*

The client commented:

“Carpenter Box Financial Advisers provide an excellent service with emphasis on regular and personal contact. Roy Thompson and Tom Reed explained everything clearly and made sure we understood the recommendations they were making. We were always given time to consider the options presented to us, and we knew they would be available for any queries. The support team were fantastic and kept us informed. We look forward to continuing to work with Carpenter Box Financial Advisers.”

If you would like to discuss how we can help to make the most of your savings or investments, please get in touch with our team on 01903 534587.

*Past performance is not a guarantee of future performance. The value of investments can fall as well as rise and an investor may not get back the level of investment made.

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