Carpenter Box Wealth Management

Financial Adviser in Worthing & Gatwick, West Sussex

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.

Contact Details

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Worthing
Phone 
  

01903 534587

 

Address      
Amelia House,
Crescent Road,
Worthing,

BN11 1RL

 

Gatwick
Phone

01293 227670

 

Address
2 Peveril Court
6-8 London Road
Crawley
West Sussex
RH10 8JE

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Employers Liability
  • Key Person
  • Pension and Capital
  • Professional Indemnity
  • Share Protection

Wealth Preservation

  • AIM Portfolios
  • Inheritance Tax
  • Tax Advice
  • Trust Information

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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We provide Financial Advice in...

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

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Palantir Business Group Ltd. Company Registration Number: 0777 7471. Copyright © 2013 - 2018 YourFinancialHub.co.uk. All rights reserved. Find Accountants, Financial Advisers, Business Loans. Registered office: The Mill Building, 35 Chatsworth Road, Worthing, West Sussex, BN11 1LY. Open hours: 09:00 - 17:00, Monday to Friday.