Posted on 17th April 2018
Head of Wealth Management Appointed Partner at MHA Carpenter Box
Roy Thompson, Head of MHA Carpenter Box Wealth Management, has been appointed Partner of the Sussex-based chartered accountants, tax and business advisers, MHA Carpenter Box with effect from the beginning of April.
The MHA Carpenter Box Wealth Management team has progressed from strength-to-strength over the last 12 months with the headcount increasing from eight to eleven and providing investment solutions for nearly 450 clients. This growth is expected to continue with a plan to recruit two additional members of staff this year.
Roy joined the Wealth Management team back in 2011 as a Financial Adviser and has progressed to Partner having previously been a Departmental Director at the firm. With Clydesdale Bank for six years as a Corporate Business Adviser and HSBC Bank, also for six years as a Mortgage & Financial Adviser, Roy has amassed an enviable experience around the financial sector.
Besides looking after his own client base, Roy is responsible for overseeing the client experience provided by the Wealth Management team. Roy’s particular area of expertise is in providing pensions advice. Together with other specialists within the team, the Wealth Management business also provides advice on many different types of investments, such as retirement planning and later life investments, as well as general investment advice.
A particular strength is working with the Chartered Tax Advisers at MHA Carpenter Box to deliver 360° tax and wealth management solutions to business owners and high earners. This includes Enterprise Investment Scheme (EIS) and Seed EIS (SEIS) advice.
Roy is delighted with his appointment and commented: “I have always enjoyed a challenge and with new products frequently being introduced and new legislation continually impacting on regulated firms, working in the financial sector is certainly that! I continue to enjoy meeting people and analysing what they are looking for in terms of an investment and then finding the right solutions for them.
“I’m looking forward to growing the Wealth Management team and continue to deliver and build on the already high standard of client care and service that we provide.”
Roy loves to keep busy and his personal life helps him to do just that! He lives in Worthing, is married and has two daughters and two step-daughters; any time he does get to himself is spent on the local golf course.
"“I have belonged to this group since I started my own business, Lea Graham Associates, in 1986. The association has been through several incarnations since then, but its most recent one, BHBPA, is by far the best.
It’s much more than just a networking group, although it is supremely good at that too. BHBPA is inclusive and friendly and acts like a mutual-support society. The events are stimulating, worthwhile and often great fun and I believe most members share this opinion.”"
"“We have been members of BHBPA from its inception, and seen the organisation steadily grow and expand into the dynamic entity it is today, bringing positive benefits to all its members.""
"This association was started with a lot of effort from a few local businessmen and has proved to be a very powerful and useful tool for our business. The BHBPA has influence at the top level; when action is needed, the BHBPA gets it done. We are kept in touch with all that is happening on our doorstep and will often act because of what is published in the weekly emails / newsletters."
"As the local hospice for the area, it’s great that we receive so much support from the BHBPA. Last year the members raised an amazing £2150 through activities such as Bake Off and the BHBiz Awards. Each well planned members meeting enables good networking opportunities and speakers that are relevant to the present climate and local issues. We are proud to be members of BHBPA."