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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Advice upon divorce

Plan for the future

Learn how our advice has helped Hazel
to structure her affairs, take back control, and plan for the future following
her divorce. Download case study PDF

I was recently divorced and looking for a financial adviser to help me structure my affairs. I’ve never been interested in or had an appreciation of financial markets or investments. I wanted to work with someone I could trust, who would explain things in a jargon-free way and help me to plan for the future.

Graham at Clarkson Wayman Ball has helped me to structure my investments in a way that provides income, tax efficiently, using all of my available allowances. I have an investment portfolio aligned to the level of risk I’m comfortable with and I’ve re-invested my pension, so I have a better chance of meeting my retirement goals.

Before meeting Graham I didn’t have any appreciation of financial markets or the financial services industry. He always presents complex concepts in laymen’s terms, so I genuinely understand why we are doing what we’re doing and the benefits.

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!

Sarah Coe

Sarah is responsible for undertaking technical research on behalf of our clients. If she won £10M tomorrow she
would travel the world with her family.

Lesley Henderson

Lesley is responsible for implementing our client plans and supporting Graham on all aspects of client servicing. Her favourite journey: to Norfolk for a relaxing weekend.

"Working with Clarkson Wayman Ball I have the feeling that they are always working for my benefit. I've been dealing with them for several years now and I’m more than happy with the company and the people. They are professional, approachable and customer care is second
to none."

Hazel Cundick
Personal Investor and Retiree

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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