Listen to our clients…

We help clients from a wide range of sectors achieve their goals.

Tom Reed has been extremely patient and explained everything slowly so I would understand!

Ms B Wickham

“Over the past 10 years my wife and I have developed a relationship with Simon Fox of Carpenter Box Wealth Management (CBWM). Simon has made various recommendations to give us a varied portfolio. As keen followers of financial matters, the day to day changes in the market place make it very difficult to adjust and maintain a personal portfolio ourselves – this is where CBWM have helped us to keep abreast of change. Simon and his team have always been available to discuss my options and put my mind at ease.”

Bob & Barbara, Private Clients

“Thank you so much Tom Reed. It was a pleasure instructing you. Your expert advice has been invaluable in guiding me through the complex world of pensions and ensuring that I am now on the right track. Your advice was comprehensive but at the same time the whole process was clear and straightforward. I will be highly recommending you to my friends and family”

Miss Simpson

Please click below to read our current case studies…

Parafix Case Study

Expand Executive Research