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Advice and ongoing management of your corporate pension arrangements

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

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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

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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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Diversified investing

Investing made easy

Learn about the diversified investment strategy we've implemented for Mark, designed to limit volatility and withstand different market conditions. Download case study PDF

I was concerned about the volatility in equity markets. In 2007 I had a significant amount of my portfolio invested in equities and my existing adviser was far from proactive. I was looking for someone who understood my needs and could recommend a diversified investment strategy to withstand different market conditions.

The Clarkson Wayman Ball process involved helping me to clarify my needs, putting this into a framework, gained my agreement and executed the strategy on my behalf. I now have regular review meetings to ensure I remain on track. And whenever I have a query the team are friendly and helpful. I know that no matter what, they’ll always find the answer.

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.

Kimberly 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!

"One of the biggest benefits of working with CWB is that it’s not just Colin providing advice. The team deal with my queries and I always get a personalised service, individually tailored to my needs. I find them easy to deal with, proactive and flexible."

Mark Watts
Naseby, Northampton

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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