Wealth through knowledge

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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Corporate advice

Help to grow

Learn how we provide Jonathan with more than just corporate advice; we strategically help him to build and grow his business. Download case study PDF

I’m the Managing Director of Somerbys IT Ltd. I was looking for more than just advice on my corporate pensions, protection policies and investments. I wanted to work with an adviser who understands the challenges and frustrations of running a business. Someone I could work over the long-term to provide guidance and advice, while supporting my business growth.

Graham devised and implemented a plan to consolidate all of my holdings - pensions and investments - into a single strategy, aligned to my attitude toward investment risk. Everything is now held in the one place, making it far easier to monitor. Each quarter, using an external research service, they determine if I’m invested in the right funds and make any required changes. I’ve never experienced this level of service before. It’s proactive, friendly and efficient.

The Team

Graham Clarkson

Graham is the founder of CWB. The super-power he would most like to have is to be able to rid the world of naysayers and turn negativity into positive energy.

Victoria Leer

Vikki advises clients, manages relationships with our partners and supports our business development initiatives. Her favourite journey is upstairs to bed!

Sarah Coe

Sarah is responsible for undertaking technical research on behalf of our clients. If she won £10M tomorrow she would travel the world with her family.

Lesley Henderson

Lesley is responsible for implementing our client plans and supporting Graham on all aspects of client servicing. Her favourite journey: to Norfolk for a relaxing weekend.

"I'm always happy to recommend CWB - especially to other business owners. Graham and I talk at length about how to improve both of our companies. It's a mutually beneficial collaborative relationship, we help each other to develop and network our businesses."

Jonathan Appleton
Managing Director, Somerbys IT Limited

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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