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.
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.
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.