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
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.
Dr Paul Jackson PhD, FPFS
Director, 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.
Group Managing Director
Simon has been working with CWB Group since 2013 – 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.
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.
Chief Marketing Officer
Marc is an experienced financial services marketer and joined CWB Group in May 2016. He is CMO for the CWB group of companies, 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.
Miles Goodworth DipPFS
Head 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!
Garry Donnelly CFP (TM) Chartered MCSI
Group Private Clients Director, Investment Director, Chartered Financial Planner
Garry is Group Private Clients Director, Investment Director and Chartered Financial Planner. He heads up our Glasgow office, and joined in October 2017.
Matthew Appleby DipFA, MLIBF
Matthew is an experienced financial services professional, and joined PPS as Financial Planner in April 2018.
Matthew started his career in financial services as a Stock Broker in 2009 after many successful years in Sales Management. He then gained experience in roles as a Financial Planner and Wealth Manager, specialising in investment and retirement planning. He is a member of the London Institute of Banking and Finance and is currently studying towards Chartered Financial Planner status.
Outside of work Matthew enjoys motorcycling, reading and music, including playing the guitar.
Neil Carroll APFS, MCSI
Chartered Financial Planner
Neil is a Chartered Financial Planner, based in our Bromsgrove office. He joined PPS in September 2017.
Neil has been a financial professional since 2003. He has a wealth of experience with a career including roles in Banking, Private Banking, Wealth Management and Financial Planning.
After earning his Honours degree in Genetics from Nottingham, Neil went on to study Financial Planning through the Chartered Insurance Institute, Chartered Institute for Securities & Investments and the CFA Institute. He is a Chartered Member of the CII and member of the CISI.
Neil Lives in Lichfield with his wife and three young children. Most weekends revolve around taking the kids to various classes, groups and children’s parties, but when he gets the chance Neil enjoys watching Cricket, Rugby and Formula One.
Neil Taylor DipPFS
Neil is a Financial Planner and joined the Group in September 2018, working out of our Market Harborough office.
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.
Roger Carey DipPFS
Roger is a Financial Planner and works out of our London office. He joined the Group 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 PPS.
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. Out of work, Roger enjoys travel and is a keen dog walker. He also likes to follow most sports and actively supports the on-going development of grass roots community football, holding the FA Level 1 coaching badge.
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.
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.