Carpenter Rees Financial Planning

How do we help you?

Understanding you and your needs

We start by getting to know more about you, your current circumstances and future aspirations.

Developing your strategy

We will then begin to work on developing and agreeing the strategy that will meet your objectives, risk and return, investment framework and philosophy.

Presenting your plan

Your financial planner will then take you through the detail of your financial plan, answering all of your questions and proposing a timeline for implementation.

Implementing your plan

In conjunction with you, we will complete all of the necessary paperwork and activities required to execute your plan and get you up and running.

Ongoing support

Where appropriate, your financial planner will continue to work with you to review and update your strategy as your circumstances and aspirations change over time.

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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