Category Archives: Engaged Employees

CWB are Recruiting!

At Clarkson Wayman Ball we believe our people are key to our success as a business. That’s why we invest in our people and endeavour to recruit and retain a dynamic and motivated team.

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CWB is now Hiring! Could you be right for the role?

Are you working in Financial Services and looking for a new opportunity to work for an RDR ready, client focused business? We’re growing our team and looking for motivated, passionate individuals to play a key role in our service delivery to private and corporate clients.

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EVENT: Demystifying Pension Reform

Every business in the UK will be affected by Pension Reform. Are you aware of the action you need to take?

Are you an employer, Owner Director, Finance Director, Head of Human Resources, Solicitor or Accountant? Pension Compulsion will impact you and your clients’ businesses. Join us at our briefing meetings on September 28th to understand the exact implications of Pension Reform and how you can prepare for the changes.

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A Year of Great Feedback PLUS £53 to the Matt Hampson Trust

At CWB, we have always been interested in what our clients think about us.  In fact we believe this is key to understanding if changes are needed in our business processes and service offering. 

At the beginning of 2010 we changed to an event-led client feedback system, where clients are asked to complete a questionnaire following work undertaken on their behalf by the team – this is organised on a monthly basis. Obtaining feedback in this way means that we can keep track of successes and by sure to understand if there is any need for improvement. 

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First Client Advisory Panel Event

One of our key initiatives this year has been to create a Client Advisory Panel. The purpose of the Panel is for key clients to act as ‘non-executive’ board members, meeting quarterly to provide feedback and input on our growth strategy, client proposition, identified opportunities and other business related issues.

The impending regulatory changes within the financial services, and their impact, have prompted this initiative and a number of other planned strategic changes to our business over the coming months and years.

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