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About us
Meet our team
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Private Clients
Cash management
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Investment planning
Later life planning
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News & resources
News & resources
BLOGS
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How could I reduce my potential inheritance tax bill?
POSTED 15th August 2022
By Roy Thompson
Is NS&I the best option for my cash savings?
POSTED 8th August 2022
By Roy Thompson
Carpenter Box Financial Advisers elects chartered financial planner to board
POSTED 4th August 2022
By Roy Thompson
Welcome back to the Retirement Gym Podcast!
POSTED 25th July 2022
By Roy Thompson
Cutting the jargon from pensions
POSTED 20th July 2022
By Roy Thompson
What is a Ghost broking?
POSTED 13th July 2022
By Lucy Halliday
The Bank of England Base Rate – The Return of the Annuity?
POSTED 7th July 2022
By Roy Thompson
UK Interest rates on the rise!
POSTED 21st June 2022
By Roy Thompson
5 things to consider when separating
POSTED 15th June 2022
By Lucy Halliday
Retirement spending and the importance of planning
POSTED 7th June 2022
By Roy Thompson
£1.7 billion in pension credits left unclaimed
POSTED 23rd May 2022
By Lucy Halliday
Combatting the National Insurance increase
POSTED 18th May 2022
By Roy Thompson
RESOURCES
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Financial Update - August 2022
Financial Update - July 2022
Financial update - June 2022
Financial update - May 2022
Financial Update - April 2022
Financial Update - March 2022
Financial Update – February 2022
Financial Update – January 2022
Financial Update – December 2021
Financial Update – November 2021
Financial Update – October 2021
Sustainable Investing
PRESS
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Local financial advice firm named finalist in prestigious awards
POSTED 7th March 2022
Carpenter Box Financial Advisers appoints new Senior Financial Planner
POSTED 18th February 2022
Carpenter Box Financial Advisers awarded Trading Standards Buy with Confidence membership
POSTED 9th February 2022
Carpenter Box Financial Advisers awarded Trading Standards Buy with Confidence membership
POSTED 11th January 2022
New Later Life Care Service Support for families launched in Sussex
POSTED 15th January 2021
A New Name for a New Normal in Financial Planning
POSTED 1st July 2020
Give your retirement plans a workout
POSTED 31st January 2020
Later life expertise recognised at Carpenter Box Financial Advisers
POSTED 1st May 2019
