Sally Whitehead

Sally joined Carpenter Box Financial Advisers in 2018 after 16 years working for HMRC.   

She works closely with the financial advisers to research and identify financial planning solutions for individuals, families and companies in all aspects of financial advice.  Sally’s specialisms include pensions, investments, inheritance tax planning and later life planning.    

Outside of the office

Sally enjoys reading, baking and knitting

Areas of Expertise

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