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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International planning

Align your affairs

Learn how we devised a strategy to provide alignment for Richard and Bev's financial affairs across the US and UK. Download case study PDF

We split our time between the US and UK and needed a strategy to provide alignment of our financial affairs across both countries. We wanted someone to actively manage everything and liaise with our adviser in the US to establish a consistent strategy.

Graham took time to understand our requirements, then devised a plan to consolidate all of our UK pensions and investments into a single strategy, using their technology platform and optimised for taxation purposes. He showed us how this plan could be complemented by a similar approach in the US and has been in contact with our adviser over there. Using technology we’re better able to manage our affairs.

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.

"We really enjoy working with CWB. They provide professional advice that is up to date and delivered by a professional team of people. Their strong emphasis on qualifications and employing best business practices gives us confidence they are keeping up with the times."

Richard Wayman
Personal Client

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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