3 Best Financial Services in Worthing, UK

Last week I met with financial advisor Gill Lynes. Such a lovely lady. She was more helpful than I imagined and it was so worthwhile. I thought the meeting would be all formal and complicated but Gill was so relaxed and easy to talk to. She took things at my pace and explained things clearly. I wanted advise on my pension and had asked specific questions. Gill not only answered my questions but also spoke about things I hadn't even considered and gave me some really useful information. There was no selling of products - not even a hint of that. No pressure to book further appointments. It was simply giving me the information I'd asked for and more! The whole experience was very pleasant. The building is bright modern and comfortable. The receptionist was lovely and welcoming and made me a coffee. Everyone seemed casual, friendly and professional. I've recommended to my friend as well. I would go back in the future if I needed more advice. Thank you to everyone.

Contacted Gill Lynes, a Later Life Financial Adviser at Carpenter Box, via the Carewise scheme. We were warmly welcomed, and Gill was extremely knowledgeable and empathetic to our situation. She answered all of our questions, and some that we hadn’t even thought of. Would strongly recommend – and they have plenty of parking on site.

We contacted Carpenter Box and were welcomed by friendly staff as soon as we arrived. Roy Thompson has been outstanding and has helped us so much by explaining things so simply. We have also had the pleasure of meeting and dealing with some of his team who have all been most helpful.

My wife and I have recently engaged with CWM to assist with our finances and couldn’t be happier. Adam and his team and polite, concise and quick with our dealings with them. Adam has cleared up some messy details with pension and insurance positions that we were in which has simplified things and also been financially beneficial to us and this is just the start. We look forward to a long and fruitful relationship with CWM. Highly recommend.

I have been a client for many years and the service and advice that Adam has given me has always been spot on and has helped me achieve my financial goals. My most recent experience was regarding a remortgage. Derek dealt with this and again he was excellent and found me the right product. He responded quickly and the remortgage was arranged in a quick timeline.

Adam proved very knowledgeable in understanding and helping me with my inheritance tax issue.