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.

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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Keep in touch

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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