Carpenter Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“Paul adopts a very straightforward approach to his relationship with me and he does not shirk from telling me as it is. This approach is refreshing because you are left in no doubt what things mean.”
Graham Leverton, Semi Retired , Grantham Lincs
“The level of care and understanding given to me by Mr Paul Carpenter was outstanding. I have had three other advisors over the past 18 years but Paul is on a much higher level (highest). His Knowledge of financial matters and tax related issues is excellent. I finally after 18 years feel that I got the right man overlooking my financial affairs.”
Manoj Patel, Dentist, Hythe Kent
“Paul and Jan have both been very helpful and professional in their dealings with us. The service has been helpful and we hope to have a long lasting relationship with them.”
Gary Pettitt, Delivery Rounds man, London
“We are happy with the advice provided by Paul to date concerning our pension annuities and we look forward to consulting him in the not too distant future regarding our investments. We would have no hesitation in recommending Paul’s services to anyone. We must mention Jan (in the office) who without doubt is a gem and Paul is very lucky to have her.”
“My family and I have always found Paul and Jan (in the office) to be knowledgeable, courteous and extremely helpful and we look forward to benefitting from Paul’s advice for many years to come.”
“We have been thrilled with the sound advice, the excellent service and overall support we have received to date. At last, somebody who listens to our particular needs and tailor-makes an investment programme to suit. There is a trust and respect rarely found in similar “Wealth Management” institutions. Our only regret is that we didn’t know about you sooner! Obviously, wouldn’t hesitate to recommend Paul and his team!”
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Carpenter Wealth Management Ltd is registered in England and Wales, Number 09443583. Registered Office: 159 Rochester Road, Burham, Rochester, Kent, ME1 3SF.