A New Name for a New Normal in Financial Planning

One of the south’s leading independent financial advisers is changing its name to reflect the growing depth of expertise being offered to local people.

From July, BHBPA member MHA Carpenter Box, is swapping ‘Wealth Management’ for ‘Financial Advisers’ to reflect the expansion of the services offered by the business in the 12 years since it was launched.

Complete with its new name, MHA Carpenter Box Financial Advisers will be guiding its clients through an uncertain personal finance landscape brought about by the coronavirus pandemic, and providing expert advice in areas such as taxation, later life and estate planning, pensions and investments.

“We live in uncertain times, but people still have plans for the future and getting expert advice on planning ahead has never been so important,” said Roy Thompson, Partner and Head of MHA Carpenter Box Financial Advisers.

“Over the last 12 years, we have expanded our team of professional advisers to cover investments, pensions, later life and estate planning, and personal taxation. This enables us to provide the personalised and holistic approach to financial planning that is called for in the current climate.”

To find out more visit www.carpenterboxfa.com.

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