Provision of services regulations
The following information is given in accordance with the Provision of Services Regulations 2009. Any information not provided below is included in the engagement letter and terms of business sent to all clients.
MHA Carpenter Box
MHA Carpenter Box is a trading name of Carpenter Box Limited, a limited company registered in England under company number 02360917.
Our registered office address is Amelia House, Crescent Road, Worthing BN11 1RL where a list of the directors’ names is available for inspection.
Institute of Chartered Accountants in England and Wales
As member firms of the Institute of Chartered Accountants in England and Wales (“ICAEW”) we are subject to the ICAEW’s Code of Ethics which can be found in section 3 of the ICEAW Members’ Handbook.
MHA Carpenter Box is registered to carry out audit work in the UK by the institute of Chartered Accountants in England and Wales. Details of our audit registration can be viewed here, using firm reference name Carpenter Box Limited.
Associations and networks
Carpenter Box Ltd trading as MHA Carpenter Box is a member of MHA, an independent member of Baker Tilly International. Baker Tilly International Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity, and each describes itself as such. Carpenter Box Ltd is not Baker Tilly International’s agent and does not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf. None of Baker Tilly International, Carpenter Box Ltd, nor any of the other member firms of Baker Tilly International has any liability for each other’s acts or omissions. The name Baker Tilly and its associated logo is used under licence from Baker Tilly International Limited.
MHA Carpenter Box Wealth Management
MHA Carpenter Box Wealth Management is a trading name of Carpenter Box Wealth Management LLP, a limited liability company registered in England and Wales with registered number OC338257.
Our registered office address is Amelia House, Crescent Road, Worthing BN11 1RLR.
FCA Regulated Activity
Carpenter Box Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Details of our status can be viewed here under firm name Carpenter Box Wealth Management LLP, registered number 489484.
Wealth Management Complaint Handling
If you wish to register a complaint, please write to or telephone to Roy Thompson: MHA Carpenter Box Wealth Management, Amelia House, Crescent Road, Worthing BN11 1RL, Tel: 01903 534587.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service by contacting them on 0800 0234567.
Quality of Service
If you are dissatisfied with our service, or if you have any suggestions for how we might improve our services, please contact the Practice Director who is located at our registered office address. We will look carefully and promptly at any issues raised.