MHA Carpenter Box Wealth Management

An integrated approach

MHA Carpenter Box Wealth Management provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.

We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.

Practical advice

With significant experience in financial support to both businesses and individuals, our depth and breadth of knowledge enables us to offer practical support and advice across all aspects of your finances, giving you security and peace of mind every time. This experience and knowledge means that we are trusted by high net worth individuals and organisations to listen, understand and advise them on how best to achieve their financial aspirations.

We proactively work with clients to develop a strategic approach to maximising wealth. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

We are, and will remain independent, unrestricted and without bias meaning you can be sure we will always act with integrity and seek the best solution matched to your needs and objectives.

Meet the full team

Our services

We offer a fully integrated range of services including:

Client feedback

I have placed my personal trust in the Wealth Management team, relying on them to help advise and manage my own financial future. Highly recommend.
Andy Knott

First class all round service, clearly explained. Your service had already been recommended to others.
Nick Potkins

Friendly, professional and comprehensive, whilst explaining in understandable terms.
Edward Barber

As always I have been well looked after and kept informed. Excellent service from a company I trust.
Nick Best

I have used the services of MHA Carpenter Box and Simon Fox for several years and have not had any reason to doubt their advice.
Bob White

Roy has been the most patient person in the world! He has been a fantastic help to us and we have been really impressed by him – thanks Roy.
Mr and Mrs Dean

My thanks to Roy for an exceptional service and taking the time to comprehensively explain all the options. I will certainly be using your services in the future.
Mrs Johnstone

MHA Carpenter Box has a good and up to date knowledge on products, services & very importantly taxation. Also as a customer I felt that I was listened to and was under no pressure to make decisions.
Faiz Hamdoon

Financial advice is provided in association with MHA Carpenter Box Wealth Management, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling. Click here to read our provision of regulations.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at

Meet the team

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