Carpenter Box Wealth Management (CBWM) provides 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 for clients.
With over 10 years’ experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time.
This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations.
We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.
We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.
2 Peveril Court
6-8 London Road
MHA Carpenter Box is a trading name of Carpenter Box Limited, a limited company registered in England under company number 02360917. Our registered office is: Amelia House Crescent Road Worthing BN11 1QR where a list of the directors’ names is available for inspection.
Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers. Carpenter Box is a member of MHA, an independent member of Baker Tilly International. Arrandco Investments Limited is the registered owner of the UK trade mark for Baker Tilly and its associated logo.
Carpenter Box Wealth Management LLP 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.
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Financial Adviser in West Sussex; Arundel, Billingshurst, Bognor Regis, Burgess Hill, Chichester, Crawley, East Grinstead, Hassocks, Haywards Heath, Henfield, Horsham, Lancing, Littlehampton, Midhurst, Petworth, Pulborough and Worthing
Financial Adviser in East Sussex; Battle, Bexhill-on-Sea, Brighton, Crowborough, Eastbourne, Hailsham, Hastings, Heathfield, Hove, Lewes, Newhaven, Pevensey, Robertsbridge, Rye, Seaford, St Leonards-on-Sea and Uckfield
Financial Adviser in Kent; Ashford, Beckenham, Belvedere, Broadstairs, Bromley, Canterbury, Chatham, Cranbrook, Dartford, Deal, Dover, Ebbsfleet, Edenbridge, Erith, Folkestone, Gillingham, Gravesend, Herne Bay, Hythe, Maidstone, Margate, Medway, Orpington, Ramsgate, Rochester, Sandwich, Sevenoaks, Sidcup, Sittingbourne, Swanley, Thanet, Tonbridge, Tunbridge Wells, Welling, West Malling, West Wickham, Westerham and Whitstable
Financial Adviser in Surrey; Ashtead, Banstead, Camberley, Carshalton, Caterham, Cheam, Chertsey, Cobham, Coulsdon, Cranleigh, Croydon, Dorking, East Molesey, Egham, Epsom, Esher, Farnham, Godalming, Godstone, Guildford, Haslemere, Hindhead, Horley, Kingston upon Thames, Leatherhead, Lightwater, Lingfield, Mitcham, Morden, New Malden, Oxted, Purley, Redhill, Reigate, Richmond, South Croydon, Surbiton, Sutton, Thornton Heath, Wallington, Walton-on-Thames, West Byfleet, Weybridge, Woking and Yateley
Financial Adviser in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester