Investment planning

Helping you to grow your wealth

Our commitment is to work with you to gain a clear understanding of what you want to achieve, and the timescales involved to help make it happen. Whether you are looking to make a high or low risk investment, we can assess your situation and tailor a plan that works for you and your family.

By utilising our three stage Asset Based Financial Plan, we will help you to understand where you are now and how you need to allocate your capital over savings in the short and medium term. We will create a long-term plan, unique to you, that will enable your nest egg to provide for the future, whatever your needs.

We work with the UK’s leading Asset Managers and Investment Institutions with one goal in mind; to create a risk-based plan designed to grow your wealth, but most importantly without exceeding the level of risk that you are prepared to accept.

How we can help:

  • Work with you to understand and define your investment goals
  • Use our industry knowledge to develop and implement a plan that meets your short and long terms goals
  • Monitor yours plans against expected performance
Read our investment philosophy

Client feedback

At this very worrying time I have always felt that I could contact Simon Fox to discuss any concerns about my fund and would thoroughly recommend Carpenter Box Financial Advisers for investment management.
Carol Mowbray, April 2020

Related services:

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. Read our provision of regulations.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

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

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