Founded in 2000 by Graham Clarkson, the Clarkson Wayman Ball group of companies remains privately owned and staunchly independent, ensuring that we offer our clients – both corporate and individual – holistic, whole of market advice.
Simply put, as financial planners we provide the advice our clients deserve, and a client experience that puts them at the heart of everything we do.
We don’t believe in a ‘one size fits all’ approach. Everyone is different and we tailor our services to offer a range of solutions, so whatever our clients’ needs, we can help them to succeed financially.
Our aim is to provide truly objective advice based upon a rigorous assessment of a client’s situation. We communicate clearly with clients on their existing position, and discuss their future goals to ensure we deliver a solution that is right.
We employ experienced financial planners and corporate consultants who are qualified above the industry standard.
Our Management and Financial Planners
Graham Clarkson ACII, DipPFS
Graham is the owner, the original founder of Clarkson Wayman Ball and is now Group CEO of the CWB group of companies.
As well as guiding the strategic direction of the group, Graham continues with his true vocation, namely advising some of our key corporate and individual clients.
Graham is a Chartered Insurance Practitioner with over 25 years’ experience in the financial planning arena. His qualifications and experience enable him to advise clients, both individual and corporate.
Outside of work, Graham is a family man and a keen sportsman. His life away from work revolves around both – as far as possible, simultaneously.
Group Managing Director
Simon has been working with CWB Group – originally as an external adviser, and in July 2015 he was appointed as Group Managing Director.
He is responsible for all operational matters throughout the group, and is our Group Compliance Officer.
Simon has over 30 years’ experience in financial services, formerly as a financial planner, and more recently as Managing Director of some national financial services business as well as running his own consultancy business.
Simon lives in Sussex with his husband and large family of dogs. Home life revolves around walking on the beach, the South Downs and a major house renovation project.
Dr Paul Jackson PhD, FPFS
Partner, Chartered Financial Planner
Paul has worked with veterinary practices for over 20 years and has been a Partner of PPS for the last 15 years.
Prior to his career in financial services Paul was a research chemist. He lives in Worcestershire with his wife Julia, children Matt and Ellie, and two greyhounds.
Outside of PPS Paul enjoys following Chelsea Football Club, life on a canal boat, plays the tenor horn and is a keen amateur wildlife photographer.
Group Finance Director & Group Company Secretary
Paul is our Group Finance Director and Group Company Secretary, based in our Head Office in Market Harborough. He is responsible for all of the Group’s finances and company reporting.
He is AAT qualified and has over 19 years’ experience in the world of accountancy. The first 10 years he spent in Practice before moving into the financial services industry. Paul has spent the last 6 years running his own business prior to joining the CWB Group.
Paul loves nothing more than watching sport and drinking a cold beer. However, he is also married with a young daughter, 6 step children and 3 step grand-children which take up most of his time, so the sport and cold beer have been replaced with cartoons and cordial.
Chief Investment Officer
Stella is Chief Investment Officer of the CWB Group, and joined in January 2018.
Working with our Management Team and Financial Planners, Stella is responsible for the management and development of our investment proposition – adding value to the services we provide and ultimately bringing greater benefits to our clients.
Stella joined us from Ingenious where she was Senior Investment Director, leading a team which developed relationships with investors and advisers. Prior to this she was Director, Retail and Private Wealth, at HBOS Treasury. Stella built the financial markets wealth proposition at HBOS, and her role expanded after joining to cover the multi-branded Retail distribution channels across the Group.
Stella joined HBOS from Lloyds TSB Financial Markets and the majority of her early career was in private banking at C. Hoare & Co. Stella holds a variety of banking and financial markets qualifications.
Chief Operating Officer
Krys is our Chief Operating Officer and joined in January 2017. Her role involves managing our teams of Paraplanners and Administrators, ensuring they work as efficiently as possible and providing the best service for our clients.
In addition Krys is also responsible for the ongoing development of our operational systems, processes and policies – specifically supporting better management reporting, information flow and management, as well as business process and business planning.
Krys has worked in the financial services industry since 1985, holding various roles from Financial Adviser to Operations Director. Prior to joining the CWB Group, she worked as a consultant to various financial services businesses – helping review and improve their business processes and procedures – as well as the implementation and restructure of IT systems, plus mentoring staff to improve their skills and achieve their goals.
Outside of work Krys has a passion for baking and shoes, although she’s not sure in which order! Krys also enjoys reading, countryside walks, and travelling.
Miles Goodworth DipPFS
Director of Corporate & Employee Benefits, Financial Planner
Miles is a Financial Planner and is also Director of Corporate and Employee Benefits for the CWB Group.
Together with his team of planners and consultants, Miles helps businesses implement the very best employee benefits programmes, as well as taking care of auto enrolment legislation.
Miles is a career financial adviser having graduated from Liverpool University with a degree in Latin & Greek. In the past, he has worked for major UK Life Companies as a pensions consultant and for the past 15 years as an Independent Financial Adviser. Miles is Diploma Qualified and currently working towards achieving Chartered Status.
Outside of work Miles is a keen squash & racketball player, footballer and very average golfer. He relaxes by spending time playing jazz piano and with his indie rock band when he isn’t running around after his 3 children!
Head of Marketing
Marc is an experienced financial services marketer and joined CWB Group in May 2016. He heads up Marketing for the CWB group of companies, and is responsible for our marketing and communications strategies.
Marc has spent most of his career working in the City of London, in senior marketing positions for some of the UK’s most prominent wealth management and employee benefits businesses.
With a passion for innovation and clear communication, he has been responsible for delivering a large number of groundbreaking marketing initiatives in the employee benefits and wealth management industry.
Outside of work, Marc lives in Essex with his wife and young children. With family roots in North London he is a staunch Arsenal supporter and has held a season ticket for many years. He also enjoys playing golf, family holidays and generally getting away to sunny destinations including his “second home” of Las Vegas.
Garry Donnelly CFP (TM) Chartered MCSI
Garry is an Investment Director and heads our Glasgow office. He joined the Group in October 2017.
Head of Sales
Chris is Head of Sales for the CWB Group, and joined in February 2017.
Prior to joining CWB, Chris worked for Ingenious as an Investment Manager in their Distribution Division – where he specialised in alternative investments and was responsible for managing relationships with investors and advisers. He also has 8 years’ experience as a Wealth Manager at Coutts where his role involved advising clients across a range of financial products including Multi Asset Discretionary and Advisory Portfolios, Hedge Funds, Private Equity, Structured Products, Mortgages and Lending facilities.
Chris has a BSc (Hons) in Economics from the University of Manchester and holds the Certificate in Private Client Investment Advice & Management (PCIAM).
Outside of work, Chris enjoys eating, drinking and socialising with his wife, family and friends. He is a keen follower of most sports and enjoys being active and keeping fit.
David Brennan CFPcm, APFS
David is an Investment Director and joined CWB in January 2015. He has over 30 years’ experience in financial services through the life assurance, IFA, employee benefits and wealth management sectors.
David is a Chartered Financial Planner with the CII, a Certified Financial Planner & a Chartered Wealth Manager with the CISI.
Outside of the office, David is a lover of sports, especially cricket, horse racing and football. He also holds the FA Level 1 coaching badge and coaches his son’s football team. Aside from sports he likes to spend time with his family and has a general interest in the economy and current affairs.
Dominic Jessup ACII, DipPFS
Corporate & Employee Benefits Consultant
Dominic joined the CWB Group in April 2015 and is a consultant looking after the benefits strategies of employers across the UK.
He has been in the financial services industry for more than 30 years in a variety of sales roles, and has concentrated purely on the corporate pensions market for the last 20 years. In recent years Dominic has been heavily involved in assisting clients with their auto enrolment projects, from within both the provider and consultancy sides.
Dominic has achieved the Diploma in Financial Planning and is currently working towards attaining Chartered status. He also has the ACII qualification, G60 Pensions qualification and the Certificate in Pensions Automatic Enrolment via the Pensions Management Institute.
Dominic has been married for over 30 years and they have 3 children and 2 grandchildren. In addition to a busy family life, his main passion outside of work is golf, which he has played since the age of 12. Over the years he has represented his club and county as well as playing in various national events.
He also likes going to the theatre to see, in particular, musicals as well as being a regular visitor to the cinema.
Frederick Eden DipFA
Fred joined CWB in November 2015 having relocated to the Leicestershire area from Lancashire.
He is a Diploma qualified Financial Planner and has worked in the industry for over 25 years. Fred also holds relevant Mortgage Advice and Equity Release qualifications.
Fred is married and has been for 28 years. He has two grown up children, a springer spaniel called Bruno and a cat called Ralph. He enjoys meeting people, walking/trekking and watching sport. Fred recently visited Peru and spent 5 days trekking the Inca Trail to Machu Picchu.
Jake Clarkson DipPFS
Jake is a Financial Planner, based at our head office in Market Harborough. He became part of our Financial Planning team in August 2016, having been promoted from his former role as a Paraplanner.
He graduated with a 2:1 degree in BSc (Hons) Economics for Business from Leeds Metropolitan University (now Leeds Beckett University) in 2013 and now has around five years’ experience in the financial services industry.
Jake has recently completed his Diploma in Regulated Financial Planning, and plans to further his development by achieving Chartered and then Fellow status. He is also a member of the Chartered Insurance Institute and Personal Financial Society.
Outside of work, Jake likes to keep active by going to the gym and playing cricket for his local village team. He is a keen sports fan and likes to follow a range of different sports including football (Leeds United), cricket (Yorkshire), rugby league (Leeds Rhinos) and horse racing.
Group New Business Manager
Lisa is an experienced business development professional, and joined the CWB group in June 2017. In her role, she is responsible for fostering and developing relationships with our professional partners.
Prior to joining CWB, Lisa spent 4 years at investment manager Brooks Macdonald as a Business Development Manager, and before that was a strategic partnerships manager for Octopus Investments. Earlier in her career, Lisa worked alongside entrepreneurs in the commercial property and professional services sectors.
Mark Rolfe DipPFS
Mark is a Financial Planner reporting out of our London office and joined CWB in January 2015. He can call upon nearly 30 years of experience in the financial services industry, working most recently for Vestra Wealth and Bluefin.
Mark is Diploma qualified and is currently studying towards Chartered status. He is also a member of both the Personal Finance Society and Chartered Insurance Institute.
Outside of work, Mark has been married for 30 years and has two grown up children. When he isn’t in the office, Mark is a classic car enthusiast and enjoys watching motorsport. He is also a member (and former president) of the Milton Keynes Stony Stratford Lions Club, which is part of a worldwide charitable service. Additionally, when he isn’t helping local (and some overseas) charitable causes he likes to regularly go to air shows and watch rugby – Northampton Saints being his team of choice.
Neil Carroll APFS, MCSI
Chartered Financial Planner
Neil is a Chartered Financial Planner, based in our Bromsgrove office. He joined the CWB Group in September 2017.
Nim Balakrishnan DipPFS
Nim is a member of the Planner team at CWB and is based at our Head Office in Market Harborough. He has been working in this capacity within the company since January 2013.
Nim is a Diploma qualified Financial Planner and has a BA (Hons) in Management from the University of Leeds. He completed his training and became a Regulated Planner at an AIM listed Wealth Management and Employee Benefit firm that specialises in Self Invested Personal Pensions and advising high net worth individuals, before moving to CWB.
Outside of work, Nim is passionate about three things: curry, Guinness and rugby. He believes as long as you include one of these three things in your daily life, there is never a reason not to smile. He also points out he is quite fond of spending time with his wife and young daughter.
On a professional level Nim’s aim is to achieve Chartered status as soon as possible so that his qualifications match the quality of his advice. He would also like to get as many letters after his name, as he has in his name.
Chartered Financial Planner
Paul joined PPS in October 2015 and is based at our Bromsgrove office.
He is a Chartered Financial Planner and is continuing to pursue his professional qualifications, with the next goal to become a Fellow of the Personal Financial Society. Paul also has a LLB (Hons) in Law from the University of Sheffield.
Paul’s two biggest passions outside of work are his family and sport – his wife would tell you they don’t always come in that order! He is a fan of almost all sports and so is not fussy whether he is participating or more frequently now partaking simply as a spectator and watching the professionals show him how it should be done.
Paul comes from a large family, he is one of 5 boys. So when he is not enjoying family time with his wife, Charlotte and young son, Oscar, he enjoys catching up with one of his many brothers, usually at some type of sporting event.
Corporate & Employee Benefits Consultant
Ricky joined CWB in June 2017, and is a consultant looking after the pensions and employee benefits of companies across the UK.
Roger Carey DipPFS
Roger is a Financial Planner and works out of our London office. He joined CWB in January 2015.
Roger has over 20 years’ financial services experience having previously working for a number of leading industry names. He is Diploma qualified and is a member of the Personal Finance Society and Chartered Institute of Insurance.
When it comes to working with clients, Roger feels that more than ever they value a high level of service and professionalism. Having a client-centric service proposition is key and that is what attracted Roger to CWB.
Roger enjoys the combination of the buzz of the City and West End, and the calmer environment of the South Coast and New Forest close to where he resides. Out of work, Roger enjoys travel and is a keen dog walker. He also likes to follow most sports and actively supports the on-going development of grass roots community football, holding the FA Level 1 coaching badge.
New Business Consultant
Sean is a New Business Consultant and joined the CWB Group in August 2017.
Although based in our Market Harborough office, Sean’s role takes him across the UK where he works to develop relationships with our professional partners.
Steven is a Diploma qualified Financial Planner and has a First Class in BSc (Hons) Financial Economics from City, University of London. Steven joined PPS in October 2017, and is based in our London office.
He is also a member of the Chartered Insurance Institute and the Personal Finance Society, and aims to continue studying towards Chartered Financial Planner status.
Away from work Steven is passionate about his family, fitness and football (Arsenal and Real Madrid). He has captained his local club and university in the past and still plays regularly. Aside from football, he likes to follow American football (New England Patriots), read and train in the gym.
Steven is also committed to mentoring students of college and university levels, by preparing the next generation for university or working life.
Our office team
Whether it is to request more information or send us some feedback, please do get in touch either by completing our Enquiry Form or contacting us on the details below.