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 can’t speak highly enough of the BHBPA. As a small local business we feel very much part of a community and thoroughly enjoy the annual exhibition and meetings throughout the year. Over the years we have built fantastic working relationships with many BHBPA members and every meeting and event offers us opportunities to work with more. This is networking at its best! ” "
"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."
"Since joining BHBPA we have found it to be a dynamic and vibrant members’ organisation, with excellent, regular and informative meetings.
Peter Liddell does a first class job in ensuring that members’ interests are aired and addressed.
""BHBPA is a really well organised and run group, great for networking and benefitting from knowledgeable local speakers with real business insight. Peter brings enthusiasm and humour which helps drive the association forward. I am glad to be part of it.""