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 Carpenter Box Wealth Management (CBWM). They have 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. The 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

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Parafix Case Study

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