Introducing Carpenter Box Financial Advisers

Today we are excited to reveal the change of trading name of our Wealth Management department to Carpenter Box Financial Advisers.

Carpenter Box Wealth Management (CBWM) has been in existence since October 2008. Initially, the majority of the work completed by CBWM was in respect of investments, which were heavily tax motivated. 

In the intervening 12 years, the landscape for this work has changed dramatically as have the regulations that support the advisory industry. CBWM has evolved through these developments and the cornerstone of the business is now very much financial advice. 

With the above in mind and in light of feedback that we’ve have had from clients over the last few years, as of the 1st of July 2020, our trading name will change to Carpenter Box Financial Advisers (CBFA).

Watch the video

In the video below, Roy Thompson, the Partner in charge of Carpenter Box Financial Advisers, explains more about the name change and what this means for clients.

New website

To coincide with the change in name we have also launched a new CBFA website. The website highlights the breadth of services we can provide as well as positive feedback and testimonials we’ve received from clients in respect of the work we do.

Visit the new website

Should you have any questions regarding the change of name, please feel free to contact your financial adviser or one of the team on 01903 534587.