Member Article

Head of Wealth Management Appointed Partner at MHA Carpenter Box

Roy Thompson, Head of MHA Carpenter Box Wealth Management, has been appointed Partner of the Sussex-based chartered accountants, tax and business advisers, MHA Carpenter Box with effect from the beginning of April.

The MHA Carpenter Box Wealth Management team has progressed from strength-to-strength over the last 12 months with the headcount increasing from eight to eleven and providing investment solutions for nearly 450 clients. This growth is expected to continue with a plan to recruit two additional members of staff this year.

Roy joined the Wealth Management team back in 2011 as a Financial Adviser and has progressed to Partner having previously been a Departmental Director at the firm. With Clydesdale Bank for six years as a Corporate Business Adviser and HSBC Bank, also for six years as a Mortgage & Financial Adviser, Roy has amassed an enviable experience around the financial sector.

Besides looking after his own client base, Roy is responsible for overseeing the client experience provided by the Wealth Management team. Roy’s particular area of expertise is in providing pensions advice. Together with other specialists within the team, the Wealth Management business also provides advice on many different types of investments, such as retirement planning and later life investments, as well as general investment advice.

A particular strength is working with the Chartered Tax Advisers at MHA Carpenter Box to deliver 360° tax and wealth management solutions to business owners and high earners. This includes Enterprise Investment Scheme (EIS) and Seed EIS (SEIS) advice.

Roy is delighted with his appointment and commented: “I have always enjoyed a challenge and with new products frequently being introduced and new legislation continually impacting on regulated firms, working in the financial sector is certainly that! I continue to enjoy meeting people and analysing what they are looking for in terms of an investment and then finding the right solutions for them.

“I’m looking forward to growing the Wealth Management team and continue to deliver and build on the already high standard of client care and service that we provide.”

Roy loves to keep busy and his personal life helps him to do just that! He lives in Worthing, is married and has two daughters and two step-daughters; any time he does get to himself is spent on the local golf course.

This was posted in Bdaily's Members' News section by Colin Bridgman .