Investment planning

Helping you to grow your wealth

Our commitment is to work with you to gain a clear understanding of what you want to achieve, and the timescales involved to help make it happen. Whether you are looking to make a high or low risk investment, we can assess your situation and tailor a plan that works for you and your family.

By utilising our three stage Asset Based Financial Plan, we will help you to understand where you are now and how you need to allocate your capital over savings in the short and medium term. We will create a long-term plan, unique to you, that will enable your nest egg to provide for the future, whatever your needs.

We work with the UK’s leading Asset Managers and Investment Institutions with one goal in mind; to create a risk-based plan designed to grow your wealth, but most importantly without exceeding the level of risk that you are prepared to accept.

How we can help:

  • Work with you to understand and define your investment goals
  • Use our industry knowledge to develop and implement a plan that meets your short and long terms goals
  • Monitor yours plans against expected performance
Read our investment philosophy

Client feedback

At this very worrying time I have always felt that I could contact Simon Fox to discuss any concerns about my fund and would thoroughly recommend Carpenter Box Financial Advisers for investment management.
Carol Mowbray, April 2020

Carpenter Box Financial Advisers enabled us to invest an inheritance sum efficiently to maximise funds for our future. Profits have already been realised and the service was top class.
Simon and Joanna Dawson, October 2020

Related services:

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

Meet the team

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