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Name: Roy Thompson
Qual: DipPFS
Role: Head of Department

Background

Roy has nearly 20 years of experience working in the Financial Services sector. He joined CBWM in 2011 and has a background of dealing with both corporate and private clients.

The nature of his work involves him with simple, straightforward financial planning as well as more complex tax mitigation for income, capital gains and inheritance tax.

MHA Carpenter Box Wealth Management is a trading name of Carpenter Box Wealth Management LLP which is authorised and regulated by: The Financial Conduct Authority. FCA Registration No: 489484. Registered in England and Wales No OC338257.
Registered Office Amelia House Crescent Road Worthing BN11 1QR