Carpenter Box Financial Advisers - Worthing

Alex S.

My mother & myself attended a meeting with Gill Lynes to discuss planning for my mother’s future and possible care arrangements. We were very warmly welcomed by the lovely ladies on reception who offered us drinks. Gill arrived to take us through to a meeting room straight away with no waiting. She was extremely friendly and knowledgeable and took time to look through some paperwork for us and to make sure my mother felt listened to with an empathetic ear. We are very grateful for Gill’s advice which we have followed through with.

Sheila B.

I recently had an initial meeting with Gill Lynes to discuss my financial arrangements as I approach later life, having been fairly recently bereaved. She was very knowledgeable, understanding my situation clearly, and gave me a lot of confidence. He advice was very helpful and freely given. I would thoroughly recommend Carpenter Box as a step towards gaining control of private finances. Thank you so much Gill.

Jason J.

Ross has provided us with an excellent service, giving us balanced information to enable us to make informed decisions on our portfolio. Nothing was too much trouble and he was always available to answer questions and queries. He is both patient and friendly and ensured we had a sound understanding of the investment strategy that was proposed.

Ricky P.

Gill was a fantastic help to myself. I have had varies pension pots over the years, and it has come to the time I need to take action on some of my policies.

If like myself you find the world of pensions, annuities and so on, a bit daunting and difficult to navigate please book an appointment to see Gill.

Gill made me feel at ease and that no question was silly. She helped me a great deal and I am very thankful.

She helped me get the best outcome

Karen E.

I contacted Carpenter Box to arrange a pension for me, as I am disabled and at the time had just had an operation, Jill came to me we filled in all the forms, and she came back to me with all the options, unfortunately the company that had the pension and it was a sharing order as part of a divorce settlement were incredibly slow, and Jill and Megan worked very hard, I appreciate all they have done for me as pension were very alien to me but they did all I asked and am now so pleased we are almost at completion. Jill and the team at carpenter box made me feel at ease and were always available for me I would always recommend them to anyone who needs their kind of help Thank you so very much

ian D.

Gill Lynes who dealt with our Pension Fund Management was very efficient, clear on advice offered, having a good understanding of our needs, putting into place the perfect Pension package for us.
Gill was very professional, put you at ease from the outset & extremely friendly.

Lisa M.

We contacted Carpenter Box and were welcomed by friendly staff as soon as we arrived. Roy Thompson has been outstanding and has helped us so much by explaining things so simply. We have also had the pleasure of meeting and dealing with some of his team who have all been most helpful.

Clinton R.

I was a bit wary of paying for financial advice, but Ross proved his worth from the very start of our conversation. His advice and support gave me confidence to take the decision to make a significant change with my finances which has helped set me up for the future.