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
Case Studies
| We're a people focused business. That's why our website is built entirely around our clients. They've helped us to create a range of case studies to share their stories and experiences from working with the team at Clarkson Wayman Ball. More case studies are available here. And if you’d like to see what our clients say about us, watch our video testimonials. |
"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, Somerbys IT Limited
|
Advice upon divorce
I was recently divorced and needed advice on how to structure my affairs. I wanted to work with someone I could trust, to help me plan for my future.
Planning with understanding
CWB understand that at our age we don’t want to make money, but protect the money we’ve got. We’re in our late 70s. We have different needs.
Private medical insurance
We wanted to ensure we were getting the best advice and terms possible on our Private Medical Insurance. And bring more diligence to the process.
International planning
We split our time between the US and UK and needed a strategy to provide alignment of our financial affairs across the
two countries.
Corporate advice
I wanted to work with an adviser who understands the challenges and frustrations of running a business. Someone I could work with over the long term.
Diversified investing
I was concerned about volatility. I was looking for a financial adviser who understood my needs and could recommend a diversified investment strategy.