Sussex and South East accountancy firm and Financial Planners Carpenter Box has merged its south coast operations with Jones Avens accountants.

Jones Avens, which has offices in Chichester and Portsmouth, will be rebranded as Carpenter Box Jones Avens.

Carpenter Box has offices in Worthing, Brighton, Chichester, Crawley and London and said the the merger will expand its network into Hampshire for the first time.

Carpenter Box Financial Advisers was set up in 2008 and previously known as MHA Carpenter Box Wealth Management, changing its name in 2020.

Existing Jones Avens' clients will be offered the Financial Planning services offered by Carpenter Box.

Peter Reading, office lead at Carpenter Box’s Chichester office, said: “This is a very positive move for both firms, our clients and our people and we look forward to working with our Jones Avens colleagues to grow our presence in the Chichester and Portsmouth areas.” 

Alan Edwards, managing partner at Carpenter Box: “Jones Avens is a great fit for our growth strategy and will enable us to expand both the range and reach of our services to existing and prospective clients.”

David Knight, partner at Carpenter Box Jones Avens, said: “This merger represents a significant milestone in our journey. By joining with Carpenter Box, we will unlock additional resources, expertise and services that will directly benefit our clients by providing access to additional specialist knowledge.”

The merger brings together two firms with a combined 215 year track record of providing tax planning, advisory services and Financial Planning expertise to clients in Sussex, Hampshire and beyond.

Carpenter Box is a firm of chartered accountants, tax specialists, business advisers and Financial Planners.