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About us
Meet our team
Our process
Private Clients
Cash management
Estate planning
Investment planning
Later life planning
Retirement planning
Protection planning
Separation and divorce guidance
Sustainable investing
Tax planning
Business Services
Auto Enrolment
Business Finance Finder
Cash management
Corporate financial planning
News & resources
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Resources
Press
Investment market update videos
Mortgage calculator
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News & resources
News & resources
BLOGS
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Strategic financial planning in times of change
POSTED 11th October 2024
By Roy Thompson
Free Wills Month: Why wills are important
POSTED 1st October 2024
By Gill Lynes
What is an Expression of Wishes for my Pension?
POSTED 13th September 2024
By Emma Fitzgerald
Lost Pensions and Pension Tracing
POSTED 11th September 2024
By Ben Keeley
Pensions: The Importance of Retirement Planning
POSTED 9th September 2024
By Ben Keeley
5 minutes with… Chae Sakakini
POSTED 5th June 2024
By Chae Sakakini
Accessible Financial Advice at Carpenter Box Financial Advisers
POSTED 17th May 2024
By Gill Lynes
Carewise and Carpenter Box Financial Advisers
POSTED 16th May 2024
By Gill Lynes
How to manage finances for a parent with dementia
POSTED 15th May 2024
By Sally Whitehead
What is the role of Insurance in Managing Dementia?
POSTED 14th May 2024
By Gill Lynes
Dementia Awareness Week
POSTED 13th May 2024
By Gill Lynes
Carpenter Box Financial Advisers empowering the next generation at St. Catherine’s College
POSTED 24th April 2024
By Roy Thompson
RESOURCES
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Tax efficient savings for children
School Fees Planning
Private Medical Insurance
Employee Benefits – Group Protection
Business Protection Cover
Attendance Allowance
Client survey results 2023
Cash Management Service
Financial Update - March 2023
Financial Update - February 2023
Financial Update - January 2023
Financial Update - December 2022
PRESS
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Encouraging financial literacy at school
POSTED 1st July 2024
CBFA recognised for services to vulnerable individuals
POSTED 26th October 2023
Start early to boost your pension pot.
POSTED 13th September 2023
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
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
