Experience

Carpenter Box Financial Advisers

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Partner, Head of Gatwick Financial Services

  • Jun 2022 - Present

  Gatwick

• Head of Gatwick - Financial Advisers

  • Aug 2017 - Present

  South East England I support personal, corporate or trust clients in a full range of financial planning projects. I have 14 years of varied experience in financial services including 7 years in financial advice (Chartered and CAS Status). Carpenter Box has been established in Sussex for nearly a century as a trusted accountancy practice, in 2008 adding the financial planning arm as a complimentary service to clients. Carpenter Box Financial Advisers also has joint ventures with two leading law… Show more I support personal, corporate or trust clients in a full range of financial planning projects. I have 14 years of varied experience in financial services including 7 years in financial advice (Chartered and CAS Status). Carpenter Box has been established in Sussex for nearly a century as a trusted accountancy practice, in 2008 adding the financial planning arm as a complimentary service to clients. Carpenter Box Financial Advisers also has joint ventures with two leading law firms in Sussex which gives us ample opportunity to practice in advice for trusts and later life planning such as care funding and Inheritance Tax Planning. I am the key contact for one of these joint ventures. For individuals, families or trusts I offer cash management, protection, income protection, pension planning (including defined benefit transfer advice), savings plans, legacy/IHT planning, EIS/SEIS/VCTs, trust formation and investment advice. We are a consultancy based firm with fees dependent on hours taken to do the work rather than the amount invested. For companies I offer key person cover, relevant life, shareholder protection strategies, group pension scheme setup or planning advice and Auto Enrolment advice. The Auto Enrolment service encompasses Initial Scheme Recommendation Advice and Scheme Setup (including all employee communications) and crucially working in unison with Carpenter Box payroll department for a comprehensive company pension support solution. With significant experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time. This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations. Contact tom.reed@carpenterbox.com / 07387 020362



Montfort

• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Nov 2012 - Jul 2017

  Guildford, United Kingdom I provided a full suite of financial planning advice for domestic or international clients. We specialised in planning for the transition of wealth between countries, encompassing visa and taxation issues into coherent strategies.



Friends Life UK

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Technical Advisor

  • Jan 2007 - Oct 2012

  Dorking, Surrey Reference point to answer technical queries in the Retirements team, latterly Retirement Income area. This encompassed almost all the pension contracts that FL has offered over the last 30 years. Quality control, training, complaints handling, account management, helping to design and test system upgrades - I progressed through a number of responsibilities at Friends.