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Corporate Pension

Advice and ongoing management of your corporate pension arrangements

Business Consultancy

Advice and guidance to help you to build, grow and protect your business

Pension Reform

Every business in the UK will be affected by the new pensions legislation. Act now

Private Medical Insurance

Insurance for individuals and businesses, to meet your private medical and health care needs

Protection

Specialist protection solutions for you, your family and your business

Investment Management

Active portfolio management to help you achieve your financial and lifestyle objectives

Retirement Planning

Comprehensive financial planning and advice, so you can live the life you want in retirement

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Complementary advice

Joined-up service

Learn about how we've partnered with Adrian to deliver complementary advice and services to his accountancy clients Download case study PDF

I am a Chartered accountant and have strategically partnered with the team at Clarkson Wyman Ball to deliver complementary advice and an improved service for my clients. Through my experience of dealing with them I now trust CWB implicitly. They also advise me on my personal affairs to make sure my wife and I are adequately looked after.

On the personal front they have addressed my financial needs in a consistent and logical way. Professionally, they are the financial adviser we recommend to our clients wherever possible. They provide complementary services for our accountancy business. We’re aware of the poor service provided by banks and commission driven IFAs. Therefore we make CWB as much a part of our business as possible. We act in genuine partnership to the mutual benefit of our clients.

The Team

Colin Henshaw

Colin is a senior financial planner and sales manager. The historical figure he most admires is Leonardo da Vinci for his creative mind & artistic ability, all ahead of his time.

Kimberley Nix

Kimberley provides research and technical analysis for our financial plans. The 3 people she would invite to dinner are Stephen Fry, Billy Connelly and her boyfriend.

Sophie Partyka

Sophie helps implement financial plans and administer our client accounts. Her favourite journey is when she is travelling on her way to the airport (home or away?).

Iain McCallum

Iain is responsible for post-sale administration and supporting our Financial Services team. The superpower he would most like is “abolish tax” - we think most of us would agree!

"Working with top quality, honest and friendly advisers has been massively beneficial. Both Graham and Colin are very good 'people' people. They’re easy to work with and clients are comfortable receiving their advice. Our clients also like the fact that we’re involved in the process, partnering on tax advice and providing a joined-up service."

Adrian Neal
Berry Accountants

Please note that this is a real client case study. It is not intended as a guide to advice. Individual circumstances can differ and you should seek financial advice before embarking on a course of action.

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