At Clarkson Wayman Ball we have built an intimate knowledge of the way that professional connections work, your expectations in terms of client service and the ingredients needed to build strong business relationships.

Over the past few years we have placed quality and service at the heart of everything we do. We believe that our industry needs to move rapidly towards professional status. That is why we have invested in areas such Investors in People, ISO 9001 and in our people ensuring they are all progressing towards chartered status. For example, each of our clerical staff and Advisers has their own individual training programme which is linked to industry professional exams.

At the centre of a relationship with you sits a “relationship owner”. They are responsible to work with you to agree an appropriate way of delivering a long term, mutually beneficial relationship.

We offer a flexible approach, whereby if, for example, you wanted to be completely involved you could attend client meetings. You will as a matter of course be copied in on all relevant correspondence and briefed on advice given to your clients,

Through a number of successful introducer arrangements with solicitors and accountants, we have utilised our expertise to enable their clients to receive advice in a wide range of areas. These have included pre and post retirement planning, portfolio planning, business and personal protection and a variety of investment schemes.