Carpenter Rees Financial Planning

Financial planning
for people and business

Carpenter Rees is a well established firm, which since its inception by Mike & Steve in 1996, has built up an excellent reputation for its high standard of service and extensive expertise. Specialising in both people and business, at Carpenter Rees you will find a group of highly qualified, yet accessible individuals who work closely together.

Everything that we do starts first and foremost with you. 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.

Based in our modern designed offices close to Manchester Airport, we look forward to welcoming you.

Visit our knowledge centre, where you can download our latest digital magazine and numerous financial guides covering a wide range of subjects. If you would like to speak to one of our team please call us on 03330 100777 or fill in our enquiry form and we will get back to you.

Our mission and vision

Our mission is to create long term rewarding relationships to help you prepare for a sound financial future – for us it’s personal.

Our vision is to be recognised as the most respected team in the North West by creating and cementing lifetime relationships and delivering clear financial solutions to you, your family and your business.

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Your Financial Plan

About you

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.

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Family Business research

Here at Carpenter Rees, family businesses sit at the core of our firm.

Over the last 20 years, the relationships we’ve developed have allowed us to build an excellent reputation for the service and expertise we’re able to provide.

In 2016, to mark our commitment to the sector, we embarked on a research project with Manchester Metropolitan University’s Centre for Enterprise.

The initiative has allowed us to gain a true insight into the aspirations of family businesses and will be instrumental in our work to help clients reach financial freedom and achieve succession.

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The Financial Planners’ Group

The Financial Planners’ Group

We are one of the founding members of the Financial Planners’ Group. This is a group of six like-minded financial planning businesses who are all committed to applying the best financial thinking for the benefit of our clients. At the heart of the way we operate is a fundamental belief in the power of financial planning and its ability to transform people’s lives. We have many things in common - great people, exceptional client service and outstanding results. In total, our Assets Under Management are just over £375m. We realised we were all trying to achieve similar objectives for our clients and facing the same business challenges as each other, in different parts of the country. Through our collective buying power, we knew we would be able to access the highest quality products and services at a lower cost for our respective clients. We would also be able to share investment insights or develop our investment proposition together. And so it made sense to join forces.

You can find out more about the Financial Planners’ Group here.

Contact us

11 Ashbrook Office Park
Longstone Road,
Manchester M22 5LB

Tel: 03330 100777
Email: hello@carpenter-rees.co.uk

Financial News

Our Blog

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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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