MHA Carpenter Box Wealth Management
An integrated approach
MHA Carpenter Box Wealth Management 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.
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.
The Retirement Gym Podcast
Our podcast aims to help you make good decisions whilst you’re saving for retirement and how to spend money when you’re actually in retirement.Listen to the Podcast
We offer a fully integrated range of services including:
- Investment planning and management services
- Retirement planning and pensions advice
- Tax planning
- Protection planning
- Corporate financial planning
- Automatic enrolment
- Later life planning
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.
MHA 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.
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.
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.
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.
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.
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 MHA Carpenter Box.
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.
Working closely with Tom and MHA 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
Financial advice is provided in association with MHA Carpenter Box Wealth Management, 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 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 www.financial-ombudsman.org.uk