At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism.
We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations
We provide impartial, unbiased and objective advice, with a view to protecting and enhancing our clients’ wealth and sense of wellbeing, both in business and their home life.
We understand the needs and demands of modern Practices and their people, and the solutions that meet these needs.
We believe in long lasting relationships with our clients, and strive to provide a high quality service – not just when you first become a client, but at every stage – delivered by people you can trust and rely on.
We continue to embrace the changes in both our industry and Veterinary Practice, which enables us to provide the right solutions for your individual or business needs.
As dedicated veterinary advisers we recognise that it is often difficult for you to find time to manage your Practice while you are busy clinically. This is where our acknowledged specialist advice delivers measurable results.
Chartered Financial Planners
We are proud to be Chartered Financial Planners. This means we provide the very highest levels of service, advice and professionalism in advising and working with our clients.
Our Management and Financial Planners
Dr Paul Jackson PhD, FPFS
Partner, Chartered Financial Planner
Paul has worked with veterinary practices for over 20 years and has been a Partner of PPS for the last 15 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 two 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 ACII, DipPFS
Graham is the owner, the original founder of Clarkson Wayman Ball and is now Group CEO of the CWB group of companies.
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.
Group Managing Director
Simon has been working with CWB Group – originally as an external adviser, and in July 2015 he was appointed as Group Managing Director.
He is responsible for all operational matters throughout the group, and is our Group Compliance Officer.
Simon has over 30 years’ experience in financial services, formerly as a financial planner, and more recently as Managing Director of some national financial services business as well as running his own consultancy business.
Simon lives in Sussex with his husband and large family of dogs. Home life revolves around walking on the beach, the South Downs and a major house renovation project.
Group Finance Director & Group Company Secretary
Paul is our Group Finance Director and Group Company Secretary, based in our Head Office in Market Harborough. He is responsible for all of the Group’s finances and company reporting.
He is AAT qualified and has over 19 years’ experience in the world of accountancy. The first 10 years he spent in Practice before moving into the financial services industry. Paul has spent the last 6 years running his own business prior to joining the CWB Group.
Paul loves nothing more than watching sport and drinking a cold beer. However, he is also married with a young daughter, 6 step children and 3 step grand-children which take up most of his time, so the sport and cold beer have been replaced with cartoons and cordial.
Chief Investment Officer
Stella is Chief Investment Officer of the CWB Group, and joined in January 2018.
Working with our Management Team and Financial Planners, Stella is responsible for the management and development of our investment proposition – adding value to the services we provide and ultimately bringing greater benefits to our clients.
Stella joined us from Ingenious where she was Senior Investment Director, leading a team which developed relationships with investors and advisers. Prior to this she was Director, Retail and Private Wealth, at HBOS Treasury. Stella built the financial markets wealth proposition at HBOS, and her role expanded after joining to cover the multi-branded Retail distribution channels across the Group.
Stella joined HBOS from Lloyds TSB Financial Markets and the majority of her early career was in private banking at C. Hoare & Co. Stella holds a variety of banking and financial markets qualifications.
Jon Dibble CII, DipPFS
Group Compliance Director
Jon is Compliance Director for the CWB Group, and joined in March 2018.
He has over 29 years’ experience as a financial services professional and worked at a senior management level for a number of years, representing highly respected financial services institutions and recognised market-leading brands. His career has primarily focused upon operational regulatory risk management, with other roles including learning & development, direct sales, marketing, customer services and business development.
Jon holds a wide range of recognised financial services qualifications, as well as being a member of the Professional Body, which allows him to hold accreditations for Diplomas with both the Chartered Insurance Institute (CII) and Personal Finance Society (PFS). In addition, Jon has also attained a vocational qualification with the Institute of Leadership and Management.
Outside of work Jon is married to Cheryl and they are both hugely proud of their teenage son James. As well as spending time with family and friends, Jon enjoys travelling and music. He is also a keen sports fan and an active member of Exeter City Football Club Supporters’ Trust, as well as being an avid Formula One motor racing fan, attending the Silverstone Grand Prix each year with James. Jon has also represented the Bristol eight ball County pool team at the National Championship Finals on a number of occasions.
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.
Miles Goodworth DipPFS
Director of Corporate & Employee Benefits, Financial Planner
Miles is a Financial Planner and also heads up Corporate and Employee Benefits for the CWB Group.
Together with his team of planners and consultants, Miles helps businesses implement the very best employee benefits programmes, as well as taking care of auto enrolment legislation.
Miles is a career financial adviser having graduated from Liverpool University with a degree in Latin & Greek. In the past, he has worked for major UK Life Companies as a pensions consultant and for the past 15 years as an Independent Financial Adviser. Miles is Diploma Qualified and currently working towards achieving Chartered Status.
Outside of work Miles is a keen squash & racketball player, footballer and very average golfer. He relaxes by spending time playing jazz piano and with his indie rock band when he isn’t running around after his 3 children!
Head of Marketing
Marc is an experienced financial services marketer and joined CWB Group in May 2016. He heads up Marketing for the CWB group of companies, and is 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 campaigns across his career.
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.
Garry Donnelly CFP (TM) Chartered MCSI
Investment Director, Chartered Financial Planner
Garry is an Investment Director and Chartered Financial PLanner, and heads our Glasgow office. He joined the Group in October 2017.
Head of Sales
Chris is Head of Sales for the CWB Group, and joined in February 2017.
Prior to joining CWB, Chris worked for Ingenious as an Investment Manager in their Distribution Division – where he specialised in alternative investments and was responsible for managing relationships with investors and advisers. He also has 8 years’ experience as a Wealth Manager at Coutts where his role involved advising clients across a range of financial products including Multi Asset Discretionary and Advisory Portfolios, Hedge Funds, Private Equity, Structured Products, Mortgages and Lending facilities.
Chris has a BSc (Hons) in Economics from the University of Manchester and holds the Certificate in Private Client Investment Advice & Management (PCIAM).
Outside of work, Chris enjoys eating, drinking and socialising with his wife, family and friends. He is a keen follower of most sports and enjoys being active and keeping fit.
Dominic Jessup ACII, DipPFS
Corporate & Employee Benefits Consultant
Dominic joined the CWB Group in April 2015 and is a consultant looking after the benefits strategies of employers across the UK.
He has been in the financial services industry for more than 30 years in a variety of sales roles, and has concentrated purely on the corporate pensions market for the last 20 years. In recent years Dominic has been heavily involved in assisting clients with their auto enrolment projects, from within both the provider and consultancy sides.
Dominic has achieved the Diploma in Financial Planning and is currently working towards attaining Chartered status. He also has the ACII qualification, G60 Pensions qualification and the Certificate in Pensions Automatic Enrolment via the Pensions Management Institute.
Dominic has been married for over 30 years and they have 3 children and 2 grandchildren. In addition to a busy family life, his main passion outside of work is golf, which he has played since the age of 12. Over the years he has represented his club and county as well as playing in various national events.
He also likes going to the theatre to see, in particular, musicals as well as being a regular visitor to the cinema.
Senior Corporate & Employee Benefits Consultant
John joined in February 2018, and is a consultant looking after the pensions and employee benefits of companies across the UK.
Group New Business Manager
Lisa is an experienced business development professional, and joined the CWB group in June 2017. In her role, she is responsible for fostering and developing relationships with our professional partners.
Prior to joining CWB, Lisa spent 4 years at investment manager Brooks Macdonald as a Business Development Manager, and before that was a strategic partnerships manager for Octopus Investments. Earlier in her career, Lisa worked alongside entrepreneurs in the commercial property and professional services sectors.
Matthew Appleby DipFA, MLIBF
Matthew is an experienced financial services professional, and joined PPS as Financial Planner in April 2018.
Neil Carroll APFS, MCSI
Chartered Financial Planner
Neil is a Chartered Financial Planner, based in our Bromsgrove office. He joined PPS in September 2017.
Chartered Financial Planner
Paul joined PPS in October 2015 and is based at our Bromsgrove office.
He is 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.
Richard Higgs FPFS
Chartered Financial Planner
Richard is a Chartered Financial Planner and joined PPS in February 2018.
Corporate and Employee Benefits Consultant
Ricky joined the CWB Group in June 2017, and is a consultant looking after the pensions and employee benefits of companies across the UK.
Group New Business Consultant
Sean is a Group New Business Consultant 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.
Steven is a Diploma qualified Financial Planner and has a First Class in BSc (Hons) Financial Economics from City, University of London. Steven joined PPS in October 2017, and is based in our London office.
He is also a member of the Chartered Insurance Institute and the Personal Finance Society, and aims to continue studying towards Chartered Financial Planner status.
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 office team
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 on the details below.