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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Strategic partnership

Working together

Learn about how we have strategically partnered with Mike to deliver complementary advice to his employment law clients. Download case study PDF

I believe the key to a successful business is to strategically partner with like-minded specialists to deliver complementary services. I’ve worked with Graham and the team at Clarkson Wayman Ball for more than six years. I provide their clients with employment law advice and they deliver financial planning solutions for my clients.

Over the years I have developed a close personal and professional relationship with Graham. He not only advises me on my own personal affairs, from my pensions to investments and other arrangements, but he provides specialist advice to my clients. What I like most is that every client is provided advice customised to their personal needs and circumstances. That’s just one of the reasons I’ve elected to work with them on an ongoing basis, not to mention their specialist expertise in complex areas of financial planning and superior service standards.

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!

Marie Dewey

Marie is a project support manager and provides post sales support for our clients. When we asked “Where do you see yourself in 10 years?” She replied "Using Botox".

Pia Odell

Pia helps us to achieve and maintain our status as an award winning firm. If she could have any super-power she would be able to say 'Gilli Gilli' & instantly be home.

"Graham is really driven and passionate, which is at the heart if any successful business. Everything revolves around the business. That’s why he is also a great mentor and someone I'm more than happy to recommend to both personal and corporate clients."

Mike Cummins
Employment Lawyer and Business Owner

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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