People Moves

CBFA elects chartered financial planner to board

Tom Reed began his career as a technical adviser at a FTSE 100 life office before joining a firm of independent financial advisers in 2012, then progressing to CBFA in 2017

Sussex-based Carpenter Box Financial Advisers (CBFA) has elected Tom Reed, a chartered financial planner with 15 years of industry experience, to its board of directors.

The firm said Reed joins the existing partners, Kevin Blake and Roy Thompson, in making “key decisions” on behalf of the firm and growing its client base.

Since joining CBFA in 2017, Reed has worked closely with its clients, offering a full suite of financial planning services to individuals, families, businesses, charities and trusts. These services include pensions, investments, protection and employee benefits.

His appointment to the board sees his role expand to include chair of the firm’s investment committee, “the engine room” of CBFA’s advice proposition, where he will use his experience and specialist expertise to decide which investment providers will deliver the best value for clients.

Reed said: “I’ve always been proud to work for CBFA. The firm has an excellent reputation. I enjoy supporting mostly local clientele and seeing the difference good advice and service can make to their lives through improved financial education and outcomes.

“The firm has a strong leadership team, whom I am excited to be working closer with on the further evolution of the client service proposition and continuing to improve the business. This is a landmark moment in my financial services career to date and I am thankful for the support of many who have helped me reach it, not least my family. I am looking forward to growing the business and enhancing the breadth of our offering.”

Reed began his career as a technical adviser at a FTSE 100 life office before joining a firm of independent financial advisers in 2012, then progressing to CBFA in 2017.

Kevin Blake, partner and member of the board at CBFA, added: “Tom brings a wealth of financial expertise to our board and works extremely hard, so his invitation to join the board was well deserved. Tom’s exemplary record across multiple services and dedication to business growth will be invaluable as we develop the company.”

Show More
Back to top button
[class^="wpforms-"]
[class^="wpforms-"]