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Carpenter Box Financial Advisers

Vetted and approved by Trading Standards

Monitored for customer service

Audited by a Trading Standards professional

Qualified, insured & reference checked

Overall Customer Rating

Main Contact:

Gill Lynes

Telephone:

01903 534587

Email:

Website:

https://carpenterboxfa.com

Member Since:

December 2021

Address:

Amelia House
Crescent Road
Worthing
West Sussex
BN11 1RL

Distance:

N/A miles from your postcode

Other Trades:

Financial Services

About

Our Customer Feedback

Based on 4 reviews

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Overall Rating:

Customer Comments

excellent. Simon was always very clear and concise. Finance is not my expertise so to have Simon speak to me and my wife in a way we understood clearly was really valuable. (Reviewed December 2021)

We worked closely together to analyse our financial requirements in retirement with different scenarios illustrated. We have always received a very professional service with any queries we have had being explained in depth. (Reviewed December 2021)

Our adviser Tom Reed took time to get to know us so that he could tailor advice to suit our requirements and preferences, and wishes for our future. (Reviewed December 2021)

David Crowter and Tom Reed are the most reliable, honest and always up to date with the legislations. (Reviewed December 2021)