Carpenter Box: Our latest promotions

We are proud to announce the latest round of promotions at Carpenter Box, including a new Partner.

Rob Lee Joins Carpenter Box Team as 19th Partner

Rob Lee promoted to partner. One of many promotions here at Carpenter box

Meet our newest Partner, Rob Lee. Rob is a highly accomplished individual who graduated in accounting and finance from the University of Southampton. He joined Carpenter Box that same year and quickly rose to become an Audit senior.

Currently, Rob oversees a diverse portfolio of owner-managed businesses across various sectors. He’s also responsible for supporting the firm’s Corporate Finance offering. This includes due diligence work, transaction support, valuations, and restructurings.

Carpenter Box now has a total of 19 partners, supported by over 200 skilled staff members, with the future looking bright for the firm.

Meet our trio of newly promoted directors

We are excited to share that we have a number of director promotions.

Firstly, we have Nick Tebb, a Client Service Director in our StarBox team. Nick joined Carpenter Box in 2014 after graduating with a first-class degree in accounting and finance. Nick’s extensive experience and knowledge have made him an invaluable asset to the StarBox team. He is particularly adept at helping clients transition to cloud-based solutions.

David Bashford has taken on the role of IT Director within the firm’s Practice Support Group. David joined the firm as an IT administrator in 2006. It only took him eight short months to become the driving force behind the IT department. David’s primary goal is to maintain the company’s IT infrastructure while exploring future strategies and technologies.

With 18 years of total service, Mark Northam has been promoted to Client Service Director within the StarBox team along with Nick. Mark specialises in guiding clients through their options, ensuring clients have the tools to grow their business to the next level.

Exciting promotions for senior leaders

Latest managers. Some of many promotions here at Carpenter box

The latest promotions also include a talented group of rising stars moving up the ranks.

Nikki Martin, the newly appointed Senior Tax Manager at Carpenter Box, has made an impressive impact since joining in 2021. Her long-term goal is to grow the international services group, focusing on individuals and family wealth clients with an international angle.

Within our IFA firm Carpenter Box Financial Advisers, Ross Baumann has been promoted to Senior Financial Planning Manager. Drawing on his 10 years of experience and diploma in financial advice, Ross provides holistic financial plans for both individuals and corporate clients, covering a wide range of services, including pensions and retirement, protection, and tax planning.

Meet Carpenter Boxes new managers!

Last but certainly not least, we have three talented new managers.

Ruth Troughton has been promoted to Manager in the Assurance and Advisory team in Worthing. She has a specialisation in the not-for-profit, retail, and financial service sectors.

Alex Kent joined the Assurance and Advisory team in our Gatwick office in 2017 and recently qualified as a chartered accountant. He now manages a portfolio of clients, providing them with accounts, audit, tax, and other advisory services across a wide range of industries.

Alannah Morley began her training as an accountant in 2015 and now supports managed businesses with their day-to-day accounting needs within our Business Services Team.

With such a talented team of experienced staff and rising stars, it’s no wonder that Carpenter Box is experiencing incredible growth and success. Keep an eye out for these exceptional individuals