Graham Clarkson Acii, Dippfs Email & Phone Number

Market Harborough, England, United Kingdom

Market Harborough, Leicestershire

I am the Founder and Group CEO of the CWB Group of Companies. Clarkson Wayman Ball is an independently owned, award winning, group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services.Clarkson Wayman Ball Ltd is based at Sovereign Place which is both the Head Office and Registered Office of the Clarkson Wayman Ball Group. Sovereign Place is situated in the heart of the East Midlands on the edge of a thriving market town, this office houses both corporate and individual financial planning, and their support teams.Clarkson Wayman Ball Ltd also contains our key Head Office Functions including Senior Management, Compliance, Finance and IT functions.Our clients include large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.Our approach extends beyond traditional financial advice. Our team of experienced planners will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.We focus on building long-term client relationships with a strong emphasis on service. We actively invite client feedback, which we use to continually evolve our business and service proposition with worth while financial advice.

Market Harborough, Leicestershire

I am the founder of Clarkson Wayman Ball. Clarkson Wayman Ball is an independently owned, award winning, group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services.Our clients include large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.Our approach extends beyond traditional financial advice. Our team of experienced planners and consultants will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.We focus on building long-term client relationships with a strong emphasis on service. We actively invite client feedback, which we use to continually evolve our business and service proposition with worth while financial advice.

Hinckley, Leicestershire

Through practical application I learnt how to (and how not to) run a financial services company.

I communicated with, and persuaded IFA practices, banks and building societies to promote and sell GA products to their customers. Understanding and empathising with other business owners/decision makers was essential, as was achieving targets.

I was required to be attentive, punctual and a great communicator while providing administration and sales support to broker consultants.

Education record

Education record