Financial planning is about more than just money; it’s also about making sure you live the life you wish to lead. If you want to make good decisions about your financial future, we will:
Welcome to Carpenter Rees
- Take time to listen and understand you and your aspirations to help you put together a life plan
- Plan your finances to help you achieve that plan
- Provide you with a proven evidence-based investment solution, tailored to your specific requirements together with the necessary products required
Don’t leave it to chance, life is too short not to know.
Our process
We take pride in our investment methodology which ensures you know exactly why we make every recommendation. Before we do that, we take you through a 5-step process to get to know you, your circumstances and your goals.
Discover how we work
Why people trust us
Watch some of our clients discuss why they approached us, and how we’ve helped them live the lives they want.
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Read our latest news
Enjoy our latest coffee reads, short snippets of news we find interesting and want to share with you.
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Under the bonnet
Discover our latest insights examining health, wealth, the future and the science of investing.
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Get in touch
If we’ve caught your eye and you want to put our word to the test, don’t hesitate to get in touch.
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