Roy Thompson

Roy Thompson Email and Phone Number

Head of Financial Services at Carpenter Box Financial Advisers @ Carpenter Box Financial Advisers
worthing, west sussex, united kingdom
Roy Thompson's Location
Worthing, England, United Kingdom, United Kingdom
Roy Thompson's Contact Details

Roy Thompson personal email

n/a
About Roy Thompson

CeFA, DipPFS qualified, I am hard working and conscientious individual who is dedicated to providing both personal and corporate clients with solutions to financial aims and objectives in a friendly and concise manner.With over 20 years of experience in the financial services sector, I have offer simple straightforward financial advice, as well as more complex strategies to assist in tax mitigation for income, capital gains and inheritance tax.I can be contacted on:-01903 534587 or roy.thompson@carpenterbox.com

Roy Thompson's Current Company Details
Carpenter Box Financial Advisers

Carpenter Box Financial Advisers

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Head of Financial Services at Carpenter Box Financial Advisers
worthing, west sussex, united kingdom
Employees:
12
Roy Thompson Work Experience Details
  • Carpenter Box Financial Advisers
    Head Of Financial Services
    Carpenter Box Financial Advisers Jan 2018 - Present
    Worthing
    Carpenter Box Financial Advisers is a different kind of IFA. Our experienced financial advisers work very closely with professional tax advisers within Carpenter Box Accountants to provide you with the most integrated wealth solution you're likely to find. Take a look at our website and then give us a call or drop us a line. We're always happy to listen to your needs and give you an honest appraisal of the ways in which we can help.
  • Mha Carpenter Box Wealth Management
    Associate
    Mha Carpenter Box Wealth Management Apr 2016 - Dec 2017
  • Mha Carpenter Box Wealth Management
    Senior Financial Planning Manager
    Mha Carpenter Box Wealth Management Sep 2011 - Apr 2016
    Worthing
  • Clydesdale Bank
    Senior Financial Planner
    Clydesdale Bank Jun 2005 - Aug 2011
  • Hsbc
    Financial Planning Manager
    Hsbc Jan 1999 - May 2005

Roy Thompson Skills

Wealth Management Strategic Financial Planning Investments Retirement Planning Portfolio Management Mortgage Lending Banking Pensions Financial Advisory Financial Analysis Financial Modeling Financial Services Investment Advisory Retail Banking Retirement Investment Strategies Wealth Equities Credit Loans Financial Planning

Roy Thompson Education Details

Frequently Asked Questions about Roy Thompson

What company does Roy Thompson work for?

Roy Thompson works for Carpenter Box Financial Advisers

What is Roy Thompson's role at the current company?

Roy Thompson's current role is Head of Financial Services at Carpenter Box Financial Advisers.

What is Roy Thompson's email address?

Roy Thompson's email address is ro****@****m.co.uk

What schools did Roy Thompson attend?

Roy Thompson attended Chartered Insurance Institute, Worthing High School.

What skills is Roy Thompson known for?

Roy Thompson has skills like Wealth Management, Strategic Financial Planning, Investments, Retirement Planning, Portfolio Management, Mortgage Lending, Banking, Pensions, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services.

Who are Roy Thompson's colleagues?

Roy Thompson's colleagues are Sue Sessions, Simon Fox, Tim Dunn, Megan Addle, Tom Reed, Apfs (Dm, Securities), Shelley Bartup, Emma Fitzgerald Dipfa.

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