Carpenter Rees Financial Planning

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.

There are a number of reasons why you might need our help, which include:-

  • Clarifying whether your existing investments are suitable for your needs.
  • Understanding your current financial position, i.e. you would like to understand what you actually have.
  • Understanding your pension provision and the options available to you.
  • Ensuring that you have adequate resources to enable you to retire.
  • Understanding how much capital you need to live the lifestyle you want and when in life this can be achieved.
  • Aiming to maximise your use of available tax allowances.
  • Simplifying your financial affairs, i.e. you feel that they are too complex for you to deal with and you need some help.
  • Ensuring your family is financially secure.
  • Understanding how and when you can exit your business and what value your business would need to achieve to enable this to happen.

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.


Contact us

11 Ashbrook Office Park
Longstone Road,
Manchester M22 5LB

Tel: 03330 100777

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