To ensure the best possible service from a truly independent financial adviser, we formed Carpenter Box Wealth Management LLP.
Carpenter Box Wealth Management (CBWM) provides financial advice that joins up with your tax advice. Our success lies in maximising wealth, growing investments and minimising tax – making the most of your finances now, and in the future.
CBWM offer a range of services including:
- Wealth management advice
- Pension planning
- Estate planning
- Tax mitigation strategies
- Income protection