Invest in your future…
To ensure the best possible service from a truly independent financial adviser, we formed Carpenter Box Wealth Management LLP (CBWM).
We provide financial advice that joins up with your tax advice. Our success lies in maximising wealth, growing investments and minimising tax – making the most of your finances now, and in the future.
CBWM offers a range of services including:
• Wealth management advice
• Pension planning
• Estate planning
• Tax mitigation strategies
• Income protection
Our latest Financial blogs:
- Thu, 23 May 2013 08:23:10 +0000: Inflation falls to 2.4 per cent - Pensions Savings Investments
Inflation in the UK fell to 2.4 per cent in April after lower than expected fuel prices, figures from the Office for National Statistics have shown.Read more »
- Mon, 20 May 2013 08:51:35 +0000: Uncertainty over financing later life needs - Pensions Savings Investments
Just under a third of adults in the UK do not know how they will meet their financial needs later on in life or in retirement, research from National Savings and Investments has revealed.Read more »
- Fri, 03 May 2013 10:28:24 +0000: Interest-only mortgage holders urged to plan ahead - Pensions Savings Investments
Some borrowers with interest-only mortgages that are due to mature in the next seven years may not be able to fully repay their loan, a report by the Financial Conduct Authority (FCA) has warned.Read more »