Our Financial Planners and Advisers
We know how important it is to find someone you can trust when it comes to your finances, that’s why we’ve put together a brief profile on each of our planners and advisers.
Adam Jones DipPFS
Senior Corporate Benefits Consultant
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.
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.
Harry Pratt DipPFS
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.
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.
James Walford DipFA
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.
Mark Rolfe DipPFS
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.
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!).
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.
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.
Roger Carey DipPFS
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.
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.
Corporate Business Development Manager
Simon is our Corporate Business Development Manager and joined us in March 2021.
Simon has over 20 years’ experience in pensions, employee benefits, health & wellbeing and technology. He joined us from Premier where for the last 10 years he was a Senior Consultant in corporate new business sales.
In addition to helping employers develop their employee benefits strategies, Simon also has a genuine passion for ensuring employees have access to affordable financial advice.
CWB’s unique ability to address the entire spectrum of financial needs of companies, their owners and their employees as private individuals is one of the main reasons Simon joined us.
Simon lives in Surrey with his wife and three children. Outside of work he enjoys watching his children’s football matches and with his son is an Arsenal season ticket holder.
Simon also enjoys playing snooker, pool, swimming, and going to the gym.
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.
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.