Financial Advice from Carpenter Box Wealth Management LLP
To ensure the best possible service from a truly independent financial adviser, we formed Carpenter Box Wealth Management LLP. (CBWM)
CBWM is our solution to making sure that the financial advise you receive is joined up with the tax advice you need to make the most of your wealth now, and in the future.
Managed by Simon Fox and with Julia Richards, CBWM provides:
- Wealth management advice
- Pension planning
- Estate planning
- Tax mitigation strategies
- Income protection
Contact:Simon Fox or Julia Richards on 01903 534587
Carpenter Box Accountants are based in Worthing, serving Brighton, Gatwick/Crawley, Chichester, Portsmouth and other locations in the UK.
Chartered Accountants | Payroll Services | Personal Tax Planning | Tax Advisors | Financial & Investment Services
Carpenter Box LLP. Registered in England and Wales No. OC317470
Registered Office: Amelia House, Crescent Road, Worthing BN11 1QR
Regulated by: The Institute of Chartered Accountants. (Membership No. C001356562)
Trading Name: Carpenter Box is a trading name of Carpenter Box LLP
