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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

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© 2024 Carpenter Box Financial Advisers
Carpenter Box Wealth Management LLP is a Limited Liability Partnership. Registered in England and Wales No. OC338257. Registered Address: Amelia House, Crescent Road, Worthing BN11 1RL. Carpenter Box Financial Advisers is a trading style of Carpenter Box Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 489484 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

The Financial Conduct Authority does not regulate taxation, legal, Will or Trust advice, Estate Planning, cash flow modelling, as well as some types of corporate financial planning.
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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