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 1QR 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.

Audit

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.

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 1QR.

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 1QR, 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.

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