Carpenter Box Wealth Management (CBWM) provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution for clients.
With over 90 years’ experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time.
This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations.
We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.
We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.
CBWM offer a range of services including:
Our wealth management team have been helping clients maximise their wealth within Sussex and the surrounding areas for over 90 years. We offer a fully integrated range of services including:
- Wealth management advice
- Pension planning and advice
- Estate planning
- Tax mitigation strategies
- Income protection
Carpenter Box Wealth Management are and will remain independent, unrestricted and without bias, so you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.
Operating from offices in Worthing and Gatwick, our experience and knowledge have seen us develop into one of the most trusted financial advisors in the area.