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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Investment advice

Actively invest

Learn how we've helped Bryan to consolidate his holdings into the one place and work with him to manage his investment strategy. Download case study PDF

I’m an interested and active investor. I enjoy watching the markets and making judgments on specific sectors or stocks. Clarkson Wayman Ball have consolidated all of my pensions and investments into the one place, providing me with total transparency.

I now have a core investment strategy with the flexibility to invest in other areas, should I see an opportunity (e.g. technology and Japan). I can view and manage my affairs more efficiently, it’s cost effective and the service is second to none. Previously my investments were scattered across different providers. I needed a way to simplify my affairs. CWB have helped me adopt a more proactive approach and take charge of my investments without having to look up valuations manually on a daily basis.

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 really enjoy working with the team at CWB. They are proactive and provide a superior level of service. They provide regular updates throughout the year so I always know where I stand. They also let me explore different investment opportunities, knowing the core of my portfolio is actively managed."

Bryan Ellis
Director of RetecDigital plc

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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