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
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
 |
"Working with CWB I have the feeling that they are always working for my benefit. They are professional, approachable and customer care is second to none. "
Hazel Cundick
Personal Investor and Retiree |
 |
"We get so much more than financial advice. CWB support us both personally and professionally - we can't put a price on that."
Adam & Emma Spradbury
EAS Windows |
 |
"I believe that if businesses want to work with a financial planner, it’s also about the additional benefits you receive as a business owner. That’s what CWB provide: it’s far beyond pensions and protection."
Jonathan Appleton, Managing
Director, Somerbys IT Limited |
 |
"Clarkson Wayman Ball is a confident and professional outfit, which is exactly what you need when it’s your money they’re looking after. "
Chris Beach
Central Regalia Limited |
 |
"CWB understand that at our age we don't want to make a fortune. We want to maintain what we've worked hard for and keep the taxman at bay."
Geoffrey & Rita Moth
|
 |
"Since appointing CWB for our private medical insurance we know that we have the most appropriate cover to suit our needs, at a competitive price, supported by an efficient and friendly service."
Paul Rutherford, Travelsphere
Market Harborough |
People focused advice
Our strong emphasis on customer service helps us to build lasting and trusted relationships with our clients. We actively invite their feedback, which we use to continually evolve our business. Learn more about our commitment to client satisfaction.
Our award winning team
We strive to stand out from the crowd. That's why we focus on continuous business improvement. The spectrum of awards and accreditations we have achieved prove our commitment to excellence. Learn more about our awards and accreditations.
Careers @ CWB
We’re always looking for motivated, passionate individuals to join our team. Our latest vacancies are posted on our blog.
Awards and Credentials
