At Carpenter Rees we understand that all of our clients are different and our job as your financial planner is to listen to you in order to identify your objectives and long term aspirations. Once these have been identified, we work in collaboration with you to establish a financial plan which will help you to work towards achieving the lifestyle you desire.
There are a number of reasons why you might need our help, which include:
Clarifying whether your existing investments are suitable for your needs.
Understanding your current financial position, i.e. you would like to understand what you actually have.
Understanding your pension provision and the options available to you.
Ensuring that you have adequate resources to enable you to retire.
Understanding how much capital you need to live the lifestyle you want and when in life this can be achieved.
Aiming to maximise your use of available tax allowances.
Simplifying your financial affairs, i.e. you feel that they are too complex for you to deal with and you need some help.
Ensuring your family is financially secure.
Understanding how and when you can exit your business and what value your business would need to achieve to enable this to happen.
We take an honest and practical look at your individual circumstances, as well as the challenges you face. We then work in partnership with you to help you understand where you are now, where you want to be and how best to get you there.
After all, retirement is about finding contentment, and living a financially secure life. But financial planning is about trust, and ensuring that you always have enough.
Here are the typical people we help:
Carl and Diana tell us how financial planning helps you gain the confidence that you can live within your means, and still supporting and caring for children, the family and the local community.
Ian talks about having structured security on a defined benefit scheme, and how Carpenter Rees help him look at the big picture. By ‘stepping out of the box’, Ian was able to see what his investments were doing, and make manipulations that put him back in control of his future.
Materials posted on our Website are not intended as advice and should not be relied upon as such. We therefore accept no liability or responsibility arising from any reliance placed on such information to the fullest extent permissible by law.
The material on the site is the copyright material of Carpenter Rees. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public or otherwise use Carpenter Rees' content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Carpenter Rees does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Carpenter Rees' content requires the prior written permission of Carpenter Rees.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: click here
Carpenter Rees Ltd is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 189740. For further information, please visit https://www.fca.org.uk/firms/financial-services-register.
Registered in England and Wales, No. 3260330.
Your home may be repossessed if you do not keep up repayments on your mortgage. Will writing is not regulated by the Financial Conduct Authority.
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