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Hands-on approach

Hands-on approach

Proactive advice

Learn about our personal and hands-on approach to managing Jim's corporate pension, protection policies and employee benefits. Download case study PDF
 
We needed to appoint a financial adviser and wanted to work with a firm who would provide a personal and hands-on approach to managing our corporate pension, protection policies and employee benefits. We needed to feel confident that our strategy was appropriate to meet our needs. That the information we had to hand was accurate and could be relied upon. Our arrangements had to suit the personal preferences of our directors today, as well as provide and plan for their future exit.

The team at CWB undertook research into our existing corporate pension and employee benefits arrangements. They also looked at our protection and income provisions, then developed a plan and presented to our Board. Since implementing their recommendations we have been pleased with the highly personalised service for our pension scheme members and staff. Their advisers work with our employees on an individual basis, advising new joiners and working with existing scheme members on an ongoing basis.

The Team

Graham Clarkson
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.
 
Rachel Wells
Rachel Wells
Rachel advises clients, manages relationships with our partners and supports our business development initiatives. If she could only take 3 items with her to a desert island they would be her dogs, make up bag and iPod.
 
 
Iain McCallum
Iain McCallum
Iain helps our clients find private medical cover, on the best terms. The superpower he would most like is “abolish tax” - we think most of us would agree!
 
Marie Dewey
Marie Dewey
Marie is a project support manager and provides post sales support for our clients. When we asked “Where do you see yourself in 10 years?” She replied "Using Botox".
 
 
       
"We feel confident we now have accurate information to hand in order to make strategic decisions. The advisers show empathy for our position and deliver a premium service that is efficient, personal and proactive. We wouldn’t hesitate in recommending their services."
Jim Dickens
GRS Roadstone Limited  

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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