Here are what some of our clients have to say about our service:
Gill Lynes gave me clear and thoughtful advice in relation to my Great Aunt’s difficult move from her own home and into a care home. Auntie had a longstanding IFA, but Gill answered my specific worries as to later life planning and the options available with regards to funding Auntie’s care. Thank you Gill for your reassuring, calm manner and obvious technical knowledge just when I needed it. Your words most definitely reduced my concerns and helped me support Auntie at a very sensitive time.
I have known Carpenter Box for many years via previous business contacts as well as the affairs of my mother. They have always acted with integrity and provide excellent and useful advice.
First class all round service, clearly explained. Your service had already been recommended to others.
Roy has a vast array of knowledge and is able to explain complex matters in a format easy to understand. He is straightforward and trustworthy, as well as knowledgeable which is what we looked for in a financial advisor.
As always I have been well looked after and kept informed. Excellent service from a company I trust.
I appreciated Mr Thompson’s close support. This was comprehensive, professional and prompt. The combination of formal report, email, phone calls and face to face meetings worked well to aid understanding, build trust and reach a decision.
Roy Thompson was excellent in coordinating the policy.
Very useful and helpful meetings with Simon enabling us to make informed and robust decisions.
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.
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.
“This is my first experience of using a financial adviser. I have found all the staff I have come into contact with to be very friendly, helpful and efficient. I particularly feel that Roy understands fully my financial aims. I would definitely recommend your services to others.”
Really liked the honesty and breadth of knowledge of my IFA.
Excellent service.
“Very happy with the service from Carpenter Box. Simon always takes the time to understand my financial circumstances, my attitude to risk and the balance devoted to SEIS/EIS products within my overall portfolio.”
“We first met Roy in October 2016 and at no time prior to concluding our investment in February 2017 was there any ‘sales’ pressure. Instead very meaningful and analytical two-way discussions were experienced. We found Roy’s knowledge of tax efficient investments and pension advice to be most enlightening and we have positioned our investments and pensions with confidence going fowards. We know what we are getting and what the cost is and would wholeheartedly recommend Roy and Carpenter Box’s services.”
“Over the past 10 years my wife and I have developed a relationship with Simon Fox of Carpenter Box Wealth Management (CBWM). Simon has made various recommendations to give us a varied portfolio. As keen followers of financial matters, the day to day changes in the market place make it very difficult to adjust and maintain a personal portfolio ourselves – this is where CBWM have helped us to keep abreast of change. Simon and his team have always been available to discuss my options and put my mind at ease.”
I would like to take this opportunity to thank you for your excellent help and advice in guiding me through this process. I look forward to continuing our business relationship.
“Carpenter Box have advised on both business and personal matters, and their technical expertise is second to none. We see them as a core member of the team and their experience and knowledge is absolutely invaluable”
, Managing Director, Comms Factory Group
“Gill Lynes is very approachable and informative, she spent a good time explaining and answering my questions.”
“Roy has been very patient with us and provided clear and thoughtful information”
“I found both Simon and Lauren very helpful.”
“Always provides good information and a productive and friendly meeting with Roy”
