Paraplanner

• Jul 2019 - Present

Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers at Carpenter Box to provide a fully comprehensive wealth management solution.We work with individuals, business owners and professionals throughout the various stages of life. Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.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.We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.Visit our website to find out more: www.carpenterboxfa.com

Trainee paraplanner

• Sep 2018 - Jul 2019

Insolvency manager

• Mar 2002 - Sep 2018

trainee paraplanner

• Jan 2016 - Mar 2017

Paraplanning training received until retirement of lead IFA. Paraplanning training received until retirement of lead IFA.

Senior Buyers Assistant

• Dec 1999 - Jul 2001