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Corporate planning

Corporate planning

Corporate pensions

Learn how we support Chris in his business. From setting-up his corporate pension scheme, to employee benefits and protection. Download case study PDF
 
I have known Graham for more than ten years and received advice in a number of different areas. His advice was always extremely sound so we asked him for support in our business: to set-up our corporate pension, review our protection policies and employee benefits.

We wanted to make sure our arrangements were effectively meeting the needs of our employees and we were adequately covered should anything go wrong. Graham took time to identify and understand our specific requirements. The team then reviewed our existing arrangements and researched the market to find the most appropriate policies to meet our needs. Through Clarkson Wayman Ball we
now have a pension scheme that more than adequately meets the needs of our employees. Our
benefits package provides them with private medical insurance and access to financial advice specific to their situation.

The Team

Graham Clarkson
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
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 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 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.
 
 
       
"CWB is a confident and professional outfit, which is exactly what you need when it's your money they're looking after. Graham provides with us a lot of advice on an ongoing basis. We view him as a part of our company and integral to planning for our future growth. We would highly recommend him both to individuals and business owners."
Chris Beach
Director, Central Regalia 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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