


Carpenter Box Financial Advisers Revenue
Financial Services • Worthing, England, United Kingdom • 11-20 Employees
Carpenter Box Financial Advisers revenue & valuation
| Annual revenue | $7,500,000 |
| Revenue per employee | $417,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,000,000 |
| Total funding | No funding |
Key Contact at Carpenter Box Financial Advisers
Gill Lynes
Director Of Later Life Advice
Company overview
| Headquarters | Amelia House, Crescent Road, Worthing, West Sussex BN11 1RL, GB |
| Phone number | +443001239123 |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Inheritance Tax Planning, Tax Planning, Pension Advice, Pension Consolidation, Automatic Enrolment, Non Regulated Investments, Regulated Investments, Retirement Advice, Protection Planning, Later Life Planning |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Carpenter Box Financial Advisers Email Formats
Carpenter Box Financial Advisers uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@carpenterboxfa.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@carpenterboxfa.com | 60% |
{first name}.{last name} | john.doe@carpenterboxfa.com | 33.3% |
{first initial} | j@cbwm.co.uk | 6.7% |
About Carpenter Box Financial Advisers
Carpenter Box Financial Advisers is a different kind of IFA. Our goal is to really help you grow, manage and protect your wealth both against the taxman and life's ups and downs. Our experienced financial advisers work very closely with professional tax advisers to provide you with the most integrated financial planning solution you're likely to find. Take a look at our website and then give us a call or drop us a line. We're always happy to listen to your needs and give you an honest appraisal of the ways in which we can help
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carpenter Box Financial Advisers has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Carpenter Box Financial Advisers has never raised funding before.
Carpenter Box Financial Advisers Tech Stack
Discover the technologies and tools that power Carpenter Box Financial Advisers's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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