Carpenter Box appoints new later life advice director
South East accountants and Financial Planners Carpenter Box have appointed a new director of its Later Life advice team and announced 16 new promotions across the group.
The appointments include two new directors, one associate, five senior managers, two managers and six assistant managers across the Worthing, Crawley and Brighton offices.
At Carpenter Box Financial Advisers, Gill Lynes has been promoted to be the new director of the Later Life advice team.
She has over 30 years’ experience providing Financial Planning support to older clients and their families, working with them on issues such as care fees and inheritance tax. She is also a regional coordinator for later life advice support group SOLLA.
Elsewhere, Joshua Bowen becomes client service director leading the Outsourced Finance Function (OFF) team, which provides outsourced finance services to businesses.
In the firm’s tax department, Nikki Martin becomes an associate, with Katie Trevallion, Dean Reynolds and Meghan Osborne moving into senior manager roles. In the audit team, Alaina Cryer and Joanne Chidwick are promoted to senior managers.
At the same time, Declan Bennett and Jack Butcher become managers within the StarBox team, which provides accounting and business advice to new media entrepreneurs, social influencers and rising stars.
There are also six newly-promoted assistant managers. These include James Laker, an IT specialist in the Practice Support Group; Charlie Holdaway and Sharna Challenger within the Audit team; and Clare Martin, Karly Charrington and Azka Khurshid in the Tax Services Group.
Carpenter Box managing partner Alan Edwards: “Congratulations to each of these talented individuals on their well-deserved promotions. They already make a significant contribution to the success of our firm and our clients, and I know they will continue to thrive in these new roles.”
From Financial Planning Jobs. For more click on any job.
-
Financial Planner - home based/UK wide - £60k+
Financial Planning Jobs Read more... -
Financial Adviser - London/South East - To £70k
Financial Planning Jobs Read more... -
Senior Financial Adviser - £65k-£75k - Bucks
Financial Planning Jobs Read more...
This is a selection of jobs from our new Financial Planning Jobs site - for more job vacancies click on any job or the link below.
Financial Planning Jobs https://jobs.financialplanningtoday.co.uk/