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Advice for your family

Advice for your family

Your family office

Learn how we've worked with the Everard family to establish a plan to achieve their personal and family objectives. Download case study PDF
 
I’m a company owner manager and have worked with Graham at Clarkson Wayman Ball for many years. After a business sale he advised me on my personal investment portfolio and helped us to plan to achieve our personal and family goals. They’ve delivered the type of service I would expect from a family office, working alongside our solicitor and tax accountant and will writer. They took time to understand our needs as a family then assembled and coordinated a team of professionals to sort everything out on our behalf.

They consolidated everything - pensions and investments - into the one place using their technology platform, making it easier to monitor and manage. Our investment strategy is aligned to the level of risk we’re comfortable with and their ongoing taxation advice ensures we make use of our available allowances. They’ve set-up a protection policy to pay our inheritance tax bill and advised us on the implications of gifting to the children. Graham also advises our daughter Beth, who is making use of her ISA allowances and investing across a range of investments

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.
 
 
       
"I have a long term relationship with Graham. He has built a level of trust that makes me feel 100% safe with him handling our finances. He is highly qualified, professional and knowledgeable. He works with our tax accountant to deliver advice that makes our money work for us."
Deb Everard
The Everard Family  

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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