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Independent Financial Adviser in Market Harborough

Clarkson Wayman Ball Ltd

Independent Financial Advisor in Market Harborough Address: Sovereign Place, 20 The Point, Market Harborough,
Leicestershire, LE16 7QU
Telephone: 01858 469910
Fax: 01858 461086
E-mail: graham@cwb-ifa.co.uk
Visit our Web Site: www.cwb-ifa.co.uk

Contact: Graham Clarkson, Independent Financial Adviser in Market Harborough

We are a growing, dynamic and professional financial planning firm, based in the East Midlands. We offer a wide range of advice to both private and corporate clients, as well as working with a range of other professions such as solicitors and accountants.

Our growing team of advisers are highly qualified and trained and have amassed over 60 years experience in the financial services industry. We believe that our focus on continuing development and improvement, at an individual and a business level, provides us with a stable platform from which to grow and develop.

We are one of a small number of IFAs to have attained ISO 9001 accreditation, which alongside Investors in People, ensures a constant focus on quality throughout all aspects of our business. This provides our clients with the peace of mind and confidence that they are working with a firm that they can rely on and trust to manage all aspects of their financial affairs.

We provide advice to individuals, companies and employees regarding all aspects of:

  • Pension planning
  • Savings and investments
  • Life assurance protection
  • Critical illness
  • Income protection
  • Private medical insurance
  • Tax planning
  • Inheritance tax mitigation
  • Trusts
Meetings are arranged at a time and place convenient to you, whether that’s at home or work in the day or evening. Initial discussions are free and without obligation. For a review of your financial circumstances, please email or telephone our office.

Clarkson Wayman Ball Limited is authorised and regulated by the Financial Services Authority.


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