Simon has over 22 years experience as an Independent Financial Advisor.
Having been a Partner of Carpenter Box LLP and Managing Partner of CBWM since inception in 2008, he now acts as a Consultant advising clients in respect of all areas of financial planning. His primary focus being the provision of investment and retirement planning advice combined with tax planning advice to individuals wishing to mitigate income, capital gains and inheritance taxes.
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