​7 WAYS IN WHICH BUSINESS OWNERS ARE BEING FAILED BY THEIR FINANCIAL ADVISER

Learn what questions to ask, when and on what topics to ensure you are getting the most out of your valuable business advisers. 

Investments

Is your adviser approaching these in the right way, and asking the right questions?

Fees

Do you pay an appropriate amount for the advice you receive?

Family

69% of UK SMEs are family businesses. Does your planning take your family (and your business) into account?

Questions and the future

What to ask your adviser, when and in what way.

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Carpenter Rees have taken the time to understand the dynamics of the family and the family business and have advised us expertly over many years.


  

 Madeleine Lindley Limited 


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We have been delighted with the help and advice provided to both our business and the family by Carpenter Rees. They really understand families in business and their unique issues.



 Francis Kirk & Son