About Carpenter Box Financial Advisers

Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs.
Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.We are recognised for the service we offer to vulnerable clients.In 2022 we won the Professional Adviser Awards Firm of the Year for Vulnerable Client Care.In 2023 we were highly commended in the Company of the Year (6-19 Advisers) in the JUST Vulnerable Client Awards.We have a dedicated 'Later Life Team' headed by Adviser Gill Lynes who is an accredited adviser with The Society of Later Life Advisers (SOLLA).
Pensions & retirement: