Carpenter Box Financial Advisers recognised for its vulnerable client care at prestigious awards

7th July 2022

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Carpenter Box Financial Advisers, which has offices in Brighton and throughout Sussex, has been crowned ‘Best Adviser for Vulnerable Client Care’ at the Professional Adviser Awards 2022.

The award aims to recognise advisers who have gone above and beyond for their vulnerable clients during the coronavirus crisis.

Head of Carpenter Box Financial Advisers, Roy Thompson said: “We couldn’t be happier with the outcome. Over the last few years, we have built up a great team and a lot of work has gone into the development of new processes to assist our clients, notably those that are considered vulnerable.

 “For those who fall into this category, dealing with finances can be challenging at the best of times, let along during a pandemic. So, it was hugely important to us to ensure that they felt financially secure and confident during such a worrying time.”

Carpenter Box Financial Advisers also stood apart from the top advisers, firms and product providers in the region as a named finalist in the Southeast ‘Adviser Firm of the Year’ category.

Now in its 17th year, the Professional Adviser Awards seek to reward excellence within the financial services sector across the UK, recognising the best in multi-asset investing, platform provision, adviser support and client engagement.

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.