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Carpenter Box Financial Advisers elects chartered financial planner to board

21 July 2022 11:03 AM | Anonymous

Carpenter Box Financial Advisers elects chartered financial planner to board

Sussex-based Carpenter Box Financial Advisers (CBFA) has elected Tom Reed, a chartered financial planner with 15 years of industry experience, to its board of directors.

Tom joins the existing partners Kevin Blake and Roy Thompson, in making key decisions on behalf of the firm and growing its client base.

Since joining CBFA in 2017, Tom has worked closely with its clients, offering a full suite of financial planning services to individuals, families, businesses, charities and trusts. These services include pensions, investments, protection and employee benefits. 

His appointment to the board sees his role expand to include chair of the firm’s investment committee, the engine room of CBFA’s advice proposition, where he will use his experience and specialist expertise to decide which investment providers will deliver the best value for clients.

When it comes to ensuring investments comply with regulation, CBFA has a comprehensive system of robust due diligence and verification procedures, which Tom is now also responsible for maintaining.

Tom said: “I’ve always been proud to work for CBFA. The firm has an excellent reputation. I enjoy supporting mostly local clientele and seeing the difference good advice and service can make to their lives through improved financial education and outcomes. 

“The firm has a strong leadership team, whom I am excited to be working closer with on the further evolution of the client service proposition and continuing to improve the business. This is a landmark moment in my financial services career to date and I am thankful for the support of many who have helped me reach it, not least my family. I am looking forward to growing the business and enhancing the breadth of our offering.”

Tom began his career as a technical adviser at a FTSE 100 life office before joining a firm of independent financial advisers in 2012, then progressing to CBFA in 2017.

Kevin Blake, Partner and member of the board at CBFA, added: “Tom brings a wealth of financial expertise to our board and works extremely hard, so his invitation to join the board was well deserved. Tom’s exemplary record across multiple services and dedication to business growth will be invaluable as we develop the company.”

To find out more about the services on offer and how Carpenter Box Financial Advisers can help you make the most of your finances, please call 01903 234094 or visit them at www.carpenterboxfa.com