Carpenter Box Financial Advisers

An integrated approach

Carpenter Box Financial Advisers provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.

We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.

Practical advice

With significant experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time. This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations.

We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.

Visit the Carpenter Box Financial Advisers website

Our services

We offer a fully integrated range of services.

Private client

Investment planning and management services
Protection planning

Retirement planning and pensions advice
Later life planning
Tax planning
Estate planning

Business services

Corporate financial planning
Automatic enrolment

Client feedback

Roy has been the most patient person in the world! He has been a fantastic help to us and we have been really impressed by him – thanks Roy.
Mr and Mrs Dean

My thanks to Roy for an exceptional service and taking the time to comprehensively explain all the options. I will certainly be using your services in the future.
Mrs Johnstone

Carpenter Box has a good and up to date knowledge on products, services & very importantly taxation. Also as a customer I felt that I was listened to and was under no pressure to make decisions.
Faiz Hamdoon

I received very helpful and comprehensive advice on personal and company pensions. The process was very smoothly and efficiently undertaken and Simon has been a pleasure to deal with.
Helen Fitzsimons

A personable, knowledgeable and professional adviser who gives expert advice. I got the help I was looking for in relation to my pension and freeing up income.
Mike Nicholas

Gill established my financial circumstances very well, assessed my attitude to risk and recommended transferring my pension. She was extremely capable and explained the objectives and risk assessment clearly. I enjoyed my meeting and was made to feel very welcome. I would have no hesitation in recommending her services.
Jill Lynn

I have benefited from a highly professional service for a number of years, both from my personal financial adviser and the wider support team. My options are always clearly explained and all dealings are carried out in an efficient, courteous and timely manner.
Stephen Golding 

We are very pleased with the excellent service we have received from Kelvin and the team. He has been professional, friendly and very thorough throughout the process. The information Kelvin has provided and the changed made have enabled us to move forward with complete confidence. We are in no doubt that we made the right decision to join Carpenter Box.
Mark Rumble

Tom gave us a real education in wealth management which made us feel secure about our financial future. Thank you!
Lauren and Simon Boyes

Good friendly meetings and understanding of scope of work. Not over challenging on ring fenced areas. Gave good advice about other areas to ensure no gaps or pitfalls.
Paul Flook

Working closely with Tom and Carpenter Box to plan our family’s financial future has been a great experience. Their pragmatic and friendly approach to wealth management makes working together straightforward and enjoyable and their experience has allowed us to capitalise on many financial opportunities that would otherwise have been missed. We trust Tom to ensure that we are making the right financial decisions for our future and would recommend his services without hesitation.
Keith and Arlene Carsley

I have found Carpenter Box Financial Advisers efficient and effective. They are excellent at making everything understandable and guiding you to a decision that works for you.
Graham Hayward

Financial advice is provided in association with Carpenter Box Financial Advisers, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling. Click here to read our provision of regulations.

The value of investments can go down as well as up and you may get back less than the amount invested.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at

Meet the team

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