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Carpenter Box Wealth Management

Carpenter Box Wealth Management are independent advisers, we have no product or provider bias. We aim to provide holistic advice to all of our clients, and to deliver that advice in a simple, easy to understand manner.

8 June 2017
South East
Local Alliances:
Worthing Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

Carpenter Box Wealth Management have two joint ventures with local solicitors and we work with their elderly and vulnerable clients on a regular basis. Clients are often worried about issues such as funding care costs.


We aim to offer holistic advice to our clients, and where appropriate to involve their family. All of our reports are bespoke, and we take care not to use industry jargon. We are happy to issue reports in large print if required.


 As an organisation we are sensitive to the needs of our mature clients and we are always happy to offer a home appointment for those who would feel more comfortable meeting us in their own environment.





2. What are the challenges to delivering these outcomes from the perspective of your organisation?

Our clients and carers needs are often complex and we face challenges in delivering our solutions in a simple, easy to understand manner.


Member website


2. Actions

  • We aim to make our services accessible.

    We aim to make our services accessible to our elderly and vulnerable clients. We have ground floor meeting rooms and a ramp installed for wheelchair access, we are also happy to visit clients in their own homes.

  • We aim to raise awareness of dementia in our workplace

    We aim to raise awareness and understanding of dementia and have hosted Dementia friends workshops at both of our offices, giving staff time off to attend these events. Staff fed back that these sessions were very helpful in educating them on the challenges faced by people livining with dementia.

  • We aim to give our advice in an easily understood format.

    We aim to deliver our advice in a bespoke manner. We tailor our advice to the individual needs of our clients. We are happy to consider different formats such as large print, and to deliver our advice verbally where required.

    Being implemented