I completed the MBO of Carpenter Rees, alongside my Co-director Steve Rees. Since then we have navigated our way with a great team behind us, building up our skills as financial planners and enjoyed the journey. We bought our office building and I loved taking the time to help design the interior, and colour scheme. Check it out at our website www.carpenter-rees.co.uk. Clients often find our industry full of jargon, and over the years they have collected lots of plans, investments, in the hope that this will be enough for them. Our key skills are to analyse these, and understand where they fit in to the future. Having conversations with clients to find out just what they really want to achieve and helping them map it all out. Working with a range of professional skills we can take the weight off the future for clients and help them to enjoy relaxation, without stress.

CBG Financial Services has now been rebranded Carpenter Rees following the sucessful MBO by Steve Rees and myself.

Building the CRJ business, specialists in investment for both private clients and pension schemes. Also used the experiences gained in working with Stoy Hayward to build corporate profile