Phone: 01858 469 910

 
Based in Market Harborough, we are an independently owned and award winning company. We specialise in the provision of financial advice, tax planning and business consultancy services. Our team based approach to managing client relationships means experienced advisers work alongside highly qualified office-based administration and technical support specialists. That means you'll always have someone to call if you have a query or need any help.

We are often looking for talented, motivated individuals to support the delivery of our services to private and corporate clients. If you are looking for a new opportunity and want to work for a business that is serious about investing in it’s people, take a look at our latest job posts.
Graham Clarkson
Graham Clarkson
Managing Director
07989 985 483 graham.clarkson@cwb-ifa.co.uk
 
Chris Everard
Chris Everard
Non Executive Director
07850 182 199 chris.everard@cwb-ifa.co.uk
 
 
Victoria Leer
Victoria Leer
Business Support Adviser
07515 295 585 victoria.leer@cwb-ifa.co.uk
 
Colin Henshaw
Colin Henshaw
Sales Manager
07734 126 243 colin.henshaw@cwb-ifa.co.uk
 
 
Caroline Robinson
Caroline Robinson
Private Medical Insurance Sales
07795 546 976 caroline.robinson@cwb-ifa.co.uk
 
Chris Everard
Abbie Tanner
Marketing Consultant
07590 996 560 abbie.tanner@cwb-ifa.co.uk
 
 
Ann McCallum
Ann McCallum
Operations Manager
01858 469 910 ann.mccallum@cwb-ifa.co.uk
 
 

Marie Dewey

Project Support Manager
marie.dewey@cwb-ifa.co.uk

Pia Odell

Business Projects Manager
pia.odell@cwb-ifa.co.uk

Sarah Coe

Senior Paraplanner
sarah.coe@cwb-ifa.co.uk

Sophie Partyka

Paraplanner
sophie.partyka@cwb-ifa.co.uk

Lesley Henderson

Senior Administrator
lesley.henderson@cwb-ifa.co.uk

Kimberley Nix

Paraplanner
kimberley.nix@cwb-ifa.co.uk

Iain McCallum

Senior Client Service Administrator
iain.mccallum@cwb-ifa.co.uk

Nathan Parish

Trainee Financial Adviser
nathan.parish@cwb-ifa.co.uk

Sue Potts

Private Medical Insurance Administrator
sue.potts@cwb-ifa.co.uk

Mandy York

Accounts Administrator
mandy.york@cwb-ifa.co.uk

Pauline Collins

Accountant
pauline.collins@cwb-ifa.co.uk
Maria Dewey Pia Odell Sarah Coe Sophie Partyka Lesley Henderson Kimberly Nix Iain McCallum Iain McCallum Sue Potts Mandy York Pauline Collins
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