Carpenter Reese

Financial planning for people and business.

Your financial future is in the hands of those
who completely understand the ever-changing landscape.

We deliver an outstanding service with honesty and integrity.
Our experienced team will always focus on your individual needs and goals.

TESTIMONIALS

"Throughout my dealings with Carpenter Rees, I've always found the advice to be excellent and impartial, as well as clearly communicated - especially when dealing with employees. Mike [Carpenter] has deservedly earned the trust of everyone and I would unreservedly recommend his services."

David Powell,
CFO at B3 Cable Solutions

At Carpenter Rees, you'll find a group of highly qualified, yet accessible individuals with unrivalled and specialist skills who work closely together.
OUR APPROACH

It's somewhat of a cliche, but every person or business is different. That's why everything that we do starts with our client first and foremost.

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AT RETIREMENT

For most people, reaching retirement is a milestone - a time when important financial decisions have to be taken that can impact on the rest of their lives.

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PENSION SCHEME LIABILITY

Businesses with final salary pension schemes face severe headaches due to the burden of unknown liabilities.

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SELF ADMINISTERED PENSIONS

SSAS can offer the best financial and investment path for people who run their own business.

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