WEALTH MANAGEMENT

Invest in your future…

To ensure the best possible service from a truly independent financial adviser, we formed Carpenter Box Wealth Management LLP.

Carpenter Box Wealth Management (CBWM) provides 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 offer a range of services including:

• Wealth management advice
• Pension planning
• Estate planning
• Tax mitigation strategies
• Income protection

To discuss your financial services requirements please contact Simon Fox or Roy Thompson on 01903 534587

Our latest Wealth Management blogs:

• 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.

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• 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.

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• Tue, 30 Apr 2013 09:29:30 +0000: Universal Credit trial roll-out begins - Pensions Savings Investments
  

  The Government's 'radical reshaping' of the UK benefits system got underway today as Universal Credit began for jobseekers in the North-West of England.

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