About Us

About Us

CWB is part of the Radiant Financial Group – a new and fresh consolidator of financial services businesses, bringing together like-minded firms to provide a market-leading range of services to their clients.

Founded in 2000 by Graham Clarkson, CWB is a specialist provider of financial advice, tax planning, employee benefits and business consultancy services.

Providing holistic, whole of market advice, we provide our clients with the very highest standards of service, and put them at the heart of everything we do.

Outstanding Service

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.

Impartial Advice

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.

Professionalism

We employ experienced financial planners and corporate consultants who are qualified above the industry standard.

Our Management

Simon Cogman-Hellier

Chief Executive Officer

Simon is CEO of the Radiant Financial Group.

With 40 years’ experience in financial services, Simon is formerly a financial planner, and more recently Managing Director of a number of financial services businesses as well as running his own consultancy business.

Simon lives in Cheshire with his husband and large family of dogs. Home life revolves around running the farm and yet another major house renovation project.

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James Cumming

Chief Finance Officer

James is Chief Finance Officer, and joined in September 2020. He is responsible for all financial matters within the Group.

Krys Wojnarowicz

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.

Graham Clarkson

Rob Taylor

Group Compliance Director

Rob is our Group Compliance Director, and joined the Group in October 2020.

Graham Clarkson

Alan Hopley

Head of Financial Planning & Analysis

Alan is our Head of Financial Planning & Analysis, and joined the Group in February 2021.

David Dolding

Director of Employee Benefits

David is Director of Corporate benefits, and joined us in January 2020.

He has worked in corporate employee benefits for over 30 years, initially with a major insurer, more recently in senior positions with a specialist consultancy, and most recently an international consultancy.

David has been at the forefront of the change from provision of Employee Benefits as a product, to a wider focus on employee engagement and wellbeing through the use of targeted products and services. He has a focus on ensuring that consulting and services are delivered to clients in a manner which makes them easy to understand, and through this David is easy to work with, gives peace of mind and just as importantly, always leaves clients in no doubt that they are valued.

Graham Clarkson

Helen Taylor

Group HR Manager

Helen is Group HR Manager, and joined in September 2020.

Marc Petherick

Chief Marketing Officer

Marc is an experienced financial services marketer and joined CWB Group in May 2016. He is CMO for the CWB group of companies, 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.

Graham Clarkson

Paul Dovey

Director of Private Clients

Paul is our Director of Private Clients, and joined the Group in October 2015.

He is Director of Private Clients, 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.

Sophie McLoughlin

Group Operations Manager

Sophie is our Group Operations Manager, and joined the Group in November 2014.

Our Financial Planners and Advisers

Graham Clarkson

Adam Jones DipPFS

Senior Corporate Benefits Consultant

Adam is a Senior Corporate Benefits Consultant, and joined us in November 2020.

His career in corporate employee benefits exceeds 15 years, following completion of his degree in Financial Services. Adam has worked with a major insurer and other large financial institutions through his career, and prides himself in delivering solutions for Corporate clients that suit both their needs and wants, delivered in a way that makes them easy to understand.

Outside of work Adam spends most of his time as a personal chauffer for his 3 children supporting them in their various sporting activities.

Graham Clarkson

Alan Holmes CeMAP, CeRER

Head of Mortgages

Alan is Head of Mortgages and joined us in April 2018.

Alan has worked in financial services for almost 20 years. The last 10 years have seen him solely dedicated to the mortgage sector, where he is CeMAP qualified as an authorised mortgage adviser and CeRER qualified to give advice on equity release. Prior to joining us, Alan held mortgage advisory roles at major high street lenders Lloyds Banking Group and Barclays.

Outside of work Alan is a big sports fan, particularly football (Leeds United) and motorsport (Formula 1 and Moto GP). When not watching sport, Alan enjoys spending time with his wife Mandy and dining out at new restaurants. He loves travelling to new destinations, and when time allows enjoys riding his motorcycle.

Graham Clarkson

Amy Kaur CeMAP, CeRER

Mortgage Adviser

Amy is a Mortgage Adviser and joined us in November 2019.

Amy has over 15 years’ experience within the mortgage industry, and prides herself in helping others achieve their dream of securing a new home. She is CeMAP qualified as an authorised mortgage adviser and CeRER qualified to give advice on equity release.

Outside of work Amy enjoys going to the gym and regularly attending boxing classes. She also enjoys yoga classes which enable her to focus and re-energize.

Family is of great importance to Amy and she enjoys spending time with them, especially her Grandson with whom she enjoys quality time outdoors as much as the weather allows.

Her biggest joy in life is travelling and she aims to travel the world; so far she has travelled to over 30 countries.

Graham Clarkson

Chris Gibbs APFS

Chartered Financial Planner

Chris is a Chartered Financial Planner. Having joined CWB in October 2016, Chris became part of our Planning team in 2019 after being promoted from his Paraplanner role. 

Graham Clarkson

David Brennan CFPcm, APFS

Investment Director, Chartered Financial Planner

David is an Investment Director and Chartered Financial Planner, 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.

Graham Clarkson

Frederick Eden DipFA

Financial Planner

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.

Garry Donnelly CFP (TM) Chartered MCSI

Investment Director, Chartered Financial Planner

Garry is Investment Director and Chartered Financial Planner. He joined us in October 2017.

Graham Clarkson

Graham Clarkson ACII, DipPFS

Founder, Chartered Insurance Practitioner

Graham is the original founder of Clarkson Wayman Ball, is a Chartered Insurance Practitioner and financial planner.

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.

Graham Clarkson

Harmy Bains Chartered ALIBF

Chartered Financial Planner

Harmy is a Chartered Financial Planner, and joined us in October 2020.

He has been a financial professional since 2003 and has a wealth of experience from his career including roles with Deutsche Bank, Lloyds Private Banking & Quilter Financial Planning. After earning his Honours degree in Accountancy and Economics, Harmy went on to study Financial Planning through the Chartered Insurance Institute and Chartered Institute for Securities & Investments. He is a Chartered Member of London Institute of Banking and Finance.

Harmy lives with his wife and two young daughters. Most weekends are focused around the children, but when he gets the chance Harmy enjoys playing football, golf and indulging his passion for cars.

Graham Clarkson

Harry Pratt DipPFS

Financial Planner

Harry is a Diploma qualified Financial Planner and has a First Class BSc (Hons). He joined the Group in November 2020.

He is a member of the Chartered Insurance Institute and the Personal Finance Society, and is currently studying towards Chartered Financial Planner status. Harry believes that financial planning should be bespoke for each client, centred around building long term relationships.

In his personal time Harry is passionate about sport, mainly rugby, football, and golf.

Graham Clarkson

Jake Clarkson DipPFS

Private Clients Team Leader

Jake is a Financial Planner. He became part of our Financial Planning team in August 2016, having been promoted from his former role as a Paraplanner, and is now Team Leader.

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.

Graham Clarkson

James Walford DipFA

Financial Planner

James is an ‘Award Winning’ financial adviser and fully diploma qualified, with over 15 years of experience in giving his clients holistic and tailored financial advice.

Originally a Yorkshire lad, with a reputation for straight talking and direct honesty, his focus has always been in providing ‘Jargon Free’ advice and ensuring his clients understand the features and benefits of everything he does to support their financial goals, therefore cementing and creating a truly Trust based relationship with all his clients.

James currently lives in a lovely village just outside of Solihull with his partner Kara and their small dog. He has always kept himself fit, having been a keen swimmer since youth, and has also recently taken up cycling. He has a long-standing love of all things art and music and has played guitar for many years.

Graham Clarkson

Mark Rolfe DipPFS

Financial Planner

Mark is a Financial Planner, 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.

Karen Pincher

Neil Taylor FPFS, Cert CII (MP & ER)

Chartered Financial Planner

Neil is a Financial Planner, and joined CWB in September 2018.

He has over 20 years of experience in the Financial Services industry, working as an Independent Financial Adviser for National and Local IFA practices. He specialises in all areas of financial advice and offers a holistic financial planning service to both personal and corporate clients.

He currently holds the Chartered Insurance Institute Diploma in Regulated Financial Planning and is actively working towards achieving Chartered Financial Planner status through ongoing examinations.

Neil is married with two grown-up sons. When not at work he spends as much time as possible outdoors with his wife and two Labradors, or fly fishing all over the UK.

He is a keen cook and likes to use locally sourced, seasonal ingredients where possible. Neil enjoys travelling in both the UK & overseas, taking his fishing rods wherever possible (he has a very understanding wife!).

Dr Paul Jackson PhD, FPFS

Founder, Chartered Financial Planner

Paul is a founder of PPS, he is a Chartered Financial Planner and has worked with veterinary practices for over 20 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 his 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.

Graham Clarkson

Roger Carey DipPFS

Financial Planner

Roger is a Financial Planner. 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. Outside of work, Roger enjoys travel, city breaks, visiting country houses and walking. He is interested in most sports and enjoys nothing more than visiting Twickenham to watch the rugby.

Graham Clarkson

Sean Robinson

Business Development Manager

Sean is a Business Development Manager 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.

Graham Clarkson

Steven Sylvester-Ajudua APFS

Chartered Financial Planner

Steven is a Chartered Financial Planner and has a First Class in BSc (Hons) Financial Economics from City, University of London. Steven joined in October 2017.

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 Client Support team

Melanie Christie

CertPFS, Cert CII (Life and Pensions)
Group Paraplanning Manager

01858 469 910

Naomi Clarkson

Administration Team Leader

01858 469910

Val Lynch

Group Administration Manager

Lucy Spencer

CertPFS, Cert CII (Life and Pensions)
Paraplanner, Technical Assistant to Graham Clarkson

01858 469910

Charlotte Eldridge


Executive Assistant to Graham Clarkson

01858 469910

Emma Bromley

Executive Assistant to Dr Paul Jackson

01527 880345

Louise Spencer

Technical Assistant to Dr Paul Jackson, Paraplanner

01527 880345

Adam Kent


Paraplanner

01527 880345

Anouchka Thavaratnam Jalesan


Financial Services Administrator

Charlotte Woodall


Financial Services Administrator

0141 314 3637

Ciara Stuart


Financial Services Administrator

0141 314 3637

Danni Lissemen

Paraplanner

01527 880345

Dijana Knezevic


Financial Services Administrator

01858 469910

Dominic Jessup

ACII, DipPFS
Senior Corporate Technical Consultant

01527 880345

Ebby-Leigh Streets

Financial Services Administrator

01527 880345

Emily Dixon


Financial Services Administrator

01527 880345

Heather Christie


Financial Services Administrator

01527 880345

Jade Hewlett

Financial Services Administrator

01527 880345

Joshua Coelho

Paraplanner

Julie Curtis

Financial Services Administrator

01858 469910

Kimberley Williams

Administration Team Leader – Corporate Benefits

Laura Shaw

Trainee Paraplanner

0141 314 3637

Magda Bednarczyk

DipFA
Paraplanner

01858 469910

Manpreet Notay

DipFA
Paraplanner

01858 469910

Nimmi Ahmed

FET Support Administrator

Nola Ogunsheye

Paraplanner

01858 469910

Patricia Fraser

Financial Services Administrator

Rav Dhaliwal

Corporate Benefits Administrator

Ryan Keen

Trainee Paraplanner

01527 880345

Sam Hardwick

Financial Services Administrator

01527 880345

Samantha Thompson

APFS
Paraplanner

01858 469910

Sarah Coe

APFS
Chartered Paraplanner

01858 469910

Tinashe Madembo

Paraplanner

01858 469910

Tom Rengger

Financial Services Administrator

01858 469910

Trish Soilleux-Cardwell


Paraplanning Administrator

01858 469910

Our Operations team

Saskia Buckle

EA to Krys Wojnarowicz, Project Manager

01858 469910

Julia Rainbow

EA to Sales Management Team

01527 880345

Amanda Gurney

Group Finance Manager

01858 469910

Toni Raymond

Information Systems & Project Manager

Laura Tatman

 
Accounts Assistant

01858 469910

Lianne Evans

Assistant Accountant & Payroll Administrator

01858 469910

Lindsay Hedley

Finance Administrator

01858 469910

Megan Lang

HR Assistant

Samantha West

Accounts Assistant

01858 469910

Sarah Metcalfe

Group Marketing Executive

Tammy Birtles

Office Support

01858 469910

Tear Hambrey

Business Systems Trainer

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 using the details below.