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.

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 pro-actively 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.

Meet the full team

Our services

We offer a fully integrated range of services including:

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

Meet the team

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