Tom Reed

Tom has over 14 years’ industry experience, with 6 years working as a technical pension specialist at a FTSE 100 life office and 8 years in financial advice. He joined Carpenter Box Financial Advisers in 2017.

Tom has the full breadth of pension experience having helped families and companies with the full range of retirement planning options over his career. Tom’s other specialist areas include investments, ISAs, family and business protection, savings, school fees planning, later life care, estate planning, auto enrolment pensions and other employee benefits, corporate investments and tax efficient investing. He offers the full suite of financial planning services to individuals, families, businesses, charities and trusts.

Outside the office

Tom enjoys running, snooker, cinema and theatre when he is not chasing around after his young sons.

The value of investments can go down as well as up and you may get back less than the amount invested.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment, taxation and trust advice.

Areas of Expertise

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