Carpenter Wealth Management Limited Revenue

About Carpenter Wealth Management Limited

We focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long-term, trusted relationships with our clients. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you. We have the experience to help you successfully secure and enhance your financial future by offering specialist advice in a wide range of areas including: • Investment Planning • Retirement Planning • Tax and Estate Planning • Corporate and Private Financial advice to Company Directors • Protection This is achieved by: • Providing personal face-to-face financial advice from a trusted and accessible adviser • Understanding your current situation and work with you to design a plan to help achieve you future goals • Building a long-term relationship with you as my client and adjusting your plans as your personal lives and careers progress. Our clients are people who are concerned about making the most of the money that they have earned, saved or inherited and protecting their families against risk. We are keen to develop relationships with: • Individuals • Corporate Companies • Accountants and Solicitors - To assist in the financial planning of our clients. We cover the South East of England. If you would like an informal chat with no obligation, feel free to message/connect with me or view my website at www.carpenterwealthmanagement.co.uk Carpenter Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 14/02/2024

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