My aim is to become your trusted partner for advice and provide a long term relationship with you as my client by delivering a distinct quality, integrity and excellent service.
My clients are normal people who are concerned about making the most of the money that they have earned, saved or inherited and providing for their families in the event of premature death or ill health. They also want to build up wealth for their futures.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.
Paul Carpenter has been and is a valuable and trustworthy financial adviser to my family for many years. His knowledge and expertise has realised a healthy growth in my investments and I would not hesitate in recommending him to my friends and family.
I have been extremely pleased with the way Paul has dealt with my pension requirements, explaining every detail thoroughly.
Paul manages to be helpful and informative without being over-intrusive. His helpful advice and counselling takes into consideration our individual circumstances and is tailored to our specific needs. He considers our appetite for risk in all his recommendations and makes sure we understand the impl...
Paul has been very professional in his advice. Individual considerations have been his priority in giving advice.
Paul has provided us with invaluable advice in managing our investments and maximising our income from our investments. He has also been extremely helpful in answering any queries we have relating to a wide range of financial issues.
Honest reliable service.
Paul has been excellent, good advice, reliable and responsive. Appreciate the ongoing relationship. Continuity helps to build trust.
Paul and his team have been very helpful in planning for our retirement and are always available if we need any questions answered. We look forward to working with Paul for a long time and hope to enjoy our retirement because of the work he and his team do.
I switched to using Paul from a long standing pension company and feel that Paul is doing a far better job, he has more information that helps me and ultimately the fund is yielding more than my previous company.
Paul has given us valuable advice.
We have been very pleased with our investments and the service that Paul provides.
Paul has been very helpful with all aspects of our financial planning. We are both very pleased with the growth of our pension funds.
I find Paul most helpful and is always interested to help with guidance and queries. I have recommended him to my friends and will continue to do so. Paul is always on the end of a phone and is always willing to visit you at your convenience.
Paul has always taken the time to understand our requirements and our future needs, but has a personal approach and appreciates everyone is different and one size doesn't fit all.
We have had a very satisfactory relationship with Carpenter Wealth Management now for more than 4 years and in that time Paul has shown that he understands our changing financial requirements and has been able to recommend suitable courses of action as and when necessary. We are very pleased with th...
I find Paul easy to talk to, professional and clear and concise in his discussion and advice to me. If he feels the investments could be working harder he will advise such but never pushes to make changes unless or until I am happy to do so.
It is a sad fact that where investments are concerned, we are by nature skeptical and could be accused of sticking with what we know. Fortunately we have been proved wrong; Paul's excellent product and current wealth management knowledge has seen our investments grow. He is readily contactable and...
I have found Paul to be helpful and knowledgeable. I feel confident in taking his advice on financial matters.
Paul's clear, concise and direct style of delivery concerning his areas of expertise is very welcome in an industry that can produce operatives that like to waffle for a living. This style is strongly backed up by a very evident depth of product knowledge.
The level of care and understanding given to me by Mr Paul Carpenter was outstanding. I have had three other advisers 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 ...
Paul is always knowledgeable and up to date with the financial issues. He listens to what I want and advises me accordingly. I know I can contact him for advice anytime.
I have been happy in the way Paul has understood my personal requirements and has acted accordingly in dealing with my investment.
Paul is friendly easy to talk to as I'm not very good at understanding everything he makes it easier for me and doesn't make me feel embarrassed.
I am satisfied that my investments are in safe hands both at St. James's Place and, on a personal level, with Paul Carpenter.
Paul has looked after my parents' investments for a number of years and, although my own family is not in the same financial position as my parents, the information and advice he gives is relevant to us at this stage of our lives.
We were novice, nervous investors, however were reassured by Paul's calm approach. We felt he analysed our situation without any pressure and came up with an investment plan we felt comfortable with.
Paul has given us appropriate advice on our investment planning. He has good understanding of our needs and provide very good guidance on various issues. We certainly held him with high regard.
We were introduced to Paul by our previous St. James's Place adviser who was retiring. He has continued to provide us with excellent advice on our investments and retirement plans.
We have been with Paul for about 18 months and have been quite satisfied with his work on our behalf though we have changed very little of our financial requirements set in place by his predecessor from St. James's Place.
Paul's clear, concise and direct style of delivery concerning his areas of expertise is very welcome in an industry that can produce operatives that like to waffle for a living. This style is strongly backed up by a very evident depth of product knowledge.
Paul has now acted as my Financial Adviser for some 4 years having taken over Sam Reed's Portfolio. I find Paul's advice to be focused on my needs, to give me a clear understanding of core factors I need to take into account in maintaining retirement income and on appropriate planning for IHT. He t...
Paul Carpenter Wealth Management is an excellent service provided by Paul in face to face consultation. He is extremely knowledgeable and has a very professional manner which inspires confidence.
We are very satisfied with Paul handling of our financial affairs. Personal contact is very important and Paul has always been on hand to give us good advice when required.
Have always found Paul gives excellent and informative advice and he provides a very friendly but professional service.
We were recommended to Paul and he has surpassed our expectations. Due to the pressures of our business we were looking for advice on our personal finances and Paul has fulfilled that requirement perfectly.
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...
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.
Paul Carpenter has been and is a valuable and trustworthy financial adviser to my family for many years. His knowledge and expertise has realised a healthy growth in my investments and I would not hesitate in recommending him to my friends and family.
I have been extremely pleased with the way Paul has dealt with my pension requirements, explaining every detail thoroughly.
Paul manages to be helpful and informative without being over-intrusive. His helpful advice and counselling takes into consideration our individual circumstances and is tailored to our specific needs. He considers our appetite for risk in all his recommendations and makes sure we understand the impl...
Paul has been very professional in his advice. Individual considerations have been his priority in giving advice.
Paul has provided us with invaluable advice in managing our investments and maximising our income from our investments. He has also been extremely helpful in answering any queries we have relating to a wide range of financial issues.
Honest reliable service.
Paul has been excellent, good advice, reliable and responsive. Appreciate the ongoing relationship. Continuity helps to build trust.
Paul and his team have been very helpful in planning for our retirement and are always available if we need any questions answered. We look forward to working with Paul for a long time and hope to enjoy our retirement because of the work he and his team do.
I switched to using Paul from a long standing pension company and feel that Paul is doing a far better job, he has more information that helps me and ultimately the fund is yielding more than my previous company.
Paul has given us valuable advice.
We have been very pleased with our investments and the service that Paul provides.
Paul has been very helpful with all aspects of our financial planning. We are both very pleased with the growth of our pension funds.
I find Paul most helpful and is always interested to help with guidance and queries. I have recommended him to my friends and will continue to do so. Paul is always on the end of a phone and is always willing to visit you at your convenience.
Paul has always taken the time to understand our requirements and our future needs, but has a personal approach and appreciates everyone is different and one size doesn't fit all.
We have had a very satisfactory relationship with Carpenter Wealth Management now for more than 4 years and in that time Paul has shown that he understands our changing financial requirements and has been able to recommend suitable courses of action as and when necessary. We are very pleased with th...
I find Paul easy to talk to, professional and clear and concise in his discussion and advice to me. If he feels the investments could be working harder he will advise such but never pushes to make changes unless or until I am happy to do so.
It is a sad fact that where investments are concerned, we are by nature skeptical and could be accused of sticking with what we know. Fortunately we have been proved wrong; Paul's excellent product and current wealth management knowledge has seen our investments grow. He is readily contactable and...
I have found Paul to be helpful and knowledgeable. I feel confident in taking his advice on financial matters.
Paul's clear, concise and direct style of delivery concerning his areas of expertise is very welcome in an industry that can produce operatives that like to waffle for a living. This style is strongly backed up by a very evident depth of product knowledge.
The level of care and understanding given to me by Mr Paul Carpenter was outstanding. I have had three other advisers 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 ...
Paul is always knowledgeable and up to date with the financial issues. He listens to what I want and advises me accordingly. I know I can contact him for advice anytime.
I have been happy in the way Paul has understood my personal requirements and has acted accordingly in dealing with my investment.
Paul is friendly easy to talk to as I'm not very good at understanding everything he makes it easier for me and doesn't make me feel embarrassed.
I am satisfied that my investments are in safe hands both at St. James's Place and, on a personal level, with Paul Carpenter.
Paul has looked after my parents' investments for a number of years and, although my own family is not in the same financial position as my parents, the information and advice he gives is relevant to us at this stage of our lives.
We were novice, nervous investors, however were reassured by Paul's calm approach. We felt he analysed our situation without any pressure and came up with an investment plan we felt comfortable with.
Paul has given us appropriate advice on our investment planning. He has good understanding of our needs and provide very good guidance on various issues. We certainly held him with high regard.
We were introduced to Paul by our previous St. James's Place adviser who was retiring. He has continued to provide us with excellent advice on our investments and retirement plans.
We have been with Paul for about 18 months and have been quite satisfied with his work on our behalf though we have changed very little of our financial requirements set in place by his predecessor from St. James's Place.
Paul's clear, concise and direct style of delivery concerning his areas of expertise is very welcome in an industry that can produce operatives that like to waffle for a living. This style is strongly backed up by a very evident depth of product knowledge.
Paul has now acted as my Financial Adviser for some 4 years having taken over Sam Reed's Portfolio. I find Paul's advice to be focused on my needs, to give me a clear understanding of core factors I need to take into account in maintaining retirement income and on appropriate planning for IHT. He t...
Paul Carpenter Wealth Management is an excellent service provided by Paul in face to face consultation. He is extremely knowledgeable and has a very professional manner which inspires confidence.
We are very satisfied with Paul handling of our financial affairs. Personal contact is very important and Paul has always been on hand to give us good advice when required.
Have always found Paul gives excellent and informative advice and he provides a very friendly but professional service.
We were recommended to Paul and he has surpassed our expectations. Due to the pressures of our business we were looking for advice on our personal finances and Paul has fulfilled that requirement perfectly.
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...
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.
The Partner Practice is an Appointed Representative of and 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.