About Us

About Us

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.

Our Management

Graham Clarkson

Graham Clarkson ACII, DipPFS

Group CEO

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.

Simon Cogman-Hellier

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.

Graham Clarkson

Krys Wojnarowicz

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.

Martin Watson

Chief Financial Officer

Martin is Chief Financial Officer to the CWB group of companies, and joined in January 2020. He is responsible for all financial matters within the Group.

Martin is a Chartered Accountant, and having been a Partner in a top 20 Firm he left public practice to work with SME businesses in interim, part-time, and full time FD/CFO roles. He has over 30 years’ experience of working with businesses at Board level across a range of different sectors.

Martin lives in Sutton Coldfield and has three adult children. He enjoys watching sport, in particular football at Aston Villa where he has had a season ticket for the past 43 years.

Marc Petherick

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.

David Dolding

Director of Employee Benefits

David is Director of Employee benefits for the CWB group of companies, and joined in January 2020.

He has worked in corporate employee benefits for over 30 years, initially with a major insurer, more recently in senior positions with a specialist consultancy, and most recently an international consultancy.

David has been at the forefront of the change from provision of Employee Benefits as a product, to a wider focus on employee engagement and wellbeing through the use of targeted products and services. He has a focus on ensuring that consulting and services are delivered to clients in a manner which makes them easy to understand. Through this David is easy to work with, gives peace of mind and just as importantly, always leaves clients in no doubt that they are valued.

Paul Dovey

Paul Dovey

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.

Our Financial Planners

Graham Clarkson

Garry Donnelly CFP (TM) Chartered MCSI

Investment Director, Chartered Financial Planner

Garry is Investment Director and Chartered Financial Planner. He heads up our Glasgow office, and joined in October 2017.

Paul Dovey

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.

Paul Dovey

Neil Taylor DipPFS

Financial Planner

Neil is a Financial Planner and joined the Group in September 2018, working out of our Market Harborough office.

Paul Dovey

Roger Carey DipPFS

Financial Planner

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.

Paul Dovey

Sean Robinson

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.

Paul Dovey

Steven Sylvester-Ajudua

Financial Planner

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 Client Support team

Sophie McLoughlin

Group Paraplanning Manager

01527 880345

Tracy Faulkner

Group Administration Manager

01527 880345

Emma Bromley

Executive Assistant to Dr Paul Jackson

01527 880345

Louise Spencer

Technical Assistant to Dr Paul Jackson, Paraplanner

01527 880345

Danni Lisseman

Financial Services Administrator

01527 880345

Dominic Jessup

Senior Corporate Technical Consultant

01527 880345

Ebby-Leigh Streets

Financial Services Administrator

01527 880345

Heather Christie

Financial Services Administrator

01527 880345

Jade Hewlett

Financial Services Administrator

01527 880345

Julie Jones

Financial Services Administrator

01527 880345

Laura Shaw

Trainee Paraplanner

0141 314 3637

Linda Cross

Financial Services Administrator

01527 880345

Ryan Keen

Trainee Paraplanner

01527 880345

Stephanie Adams

Financial Services Administrator

01527 880345

Our Operations team

Amanda Gurney

Group Finance Manager

01858 469910

Ruth Maloney

Group Compliance Manager

01858 469910

Anthea Campbell

PA to Group MD,
Group HR Coordinator

01858 469910

Lianne Evans

Assistant Accountant & Payroll Administrator

01858 469910

Lindsay Hedley

Finance Administrator

01858 469910

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.