Managing Partner
Welcome to Carpenter Box Wealth Management
Carpenter Box Wealth Management is a different kind of Independent Financial Adviser. Our goal is to really help you grow, manage and protect your wealth both against the taxman and lifes ups and downs. Our experienced financial advisers work very closely with professional tax advisers to provide you with the most integrated wealth solution you're likely to find. Take a look at our website and then give us a call or drop us a line. We're always happy to listen to your needs and give you an honest appraisal of the ways in which we can help.
Wealth Management
Increasingly, sophisticated investors seek returns across diversified and often highly specialised portfolios.
At Carpenter Box Wealth Management we have the expertise to offer innovative and comprehensive wealth creation, wealth protection and tax mitigation strategies, whatever your needs.
We can start to help by offering value-added investment advice with a level of market insight that is difficult to match.
Put that together with some of the best tax advice you'll find anywhere, and you have the most important elements of a structured and responsive wealth management strategy suitable for any investor, large or small.
more....
Pension Planning
Making the right decision about pensions isn't always easy. That's why it makes sense to get some help and advice first, preferably from someone who listens to your needs and is able to help you understand the options.
If you want to talk about pensions or review an existing arrangement we can help you. Our expert independent pension advice is based on a thorough understanding of the market and is truly impartial. Once we report back to you make the decision - there is no obligation to proceed but if you do want to move things on we will be there every step of the way.
So whether you're looking to review a personal or stakeholder pension, or a group company pension, why not call us today. We can also give help with other retirement planning and investment advice.
more....
Tax & Estate Planning
Want to pay less tax?
Tax Mitigation is all about structuring your affairs to make them as tax efficient as possible.
Mitigation can be achieved in a number of ways - but for High Net Worth individuals it's always worth a conversation before any high value transaction is contemplated. Using specific financial products and by involving tax planning experts we have saved individual client many thousands of pounds which would otherwise have helped to fill the Treasury coffers.
more....