Simon is CEO of the Radiant Financial Group.

With 40 years’ experience in financial services, Simon is formerly a financial planner, and more recently Managing Director of a number of financial services businesses as well as running his own consultancy business.

Simon lives in Cheshire with his husband and large family of dogs. Home life revolves around running the farm and yet another major house renovation project.

E: simon.hellier@cwbgroup.co.uk
T: 01858 469910

James is Chief Finance Officer, and joined in September 2020. He is responsible for all financial matters within the Group.

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.

E: krys.wojnarowicz@cwbgroup.co.uk
T: 01858 469910

Minesh joined as CIO of the Radiant Financial Group in April 2021 and is responsible for our investment strategies and propositions.

He has spent over 20 years in financial services, predominantly in wealth management, in senior investment and relationship roles across private banks and financial institutions. Minesh holds the CFA qualification and is a current member of the CFA Society.

Minesh lives on the outskirts of London with his family, where life revolves around a teenage son, a young daughter, a bouncy labradoodle and his wife. He is passionate about family, travel, cooking, skiing and football.

Rohit joined Radiant Financial Group in January 2022 as M&A Manager.

He started his career in 2009 at JP Morgan, where he was an equity research analyst within the European financial institutions team. Subsequently in 2015, Rohit moved to Rothschild & Co where he was part of the global advisory business, advising financial institutions (including banks, asset and wealth managers) across Europe.

Outside of work, Rohit enjoys travelling, playing cricket, golf and has a keen interest in wildlife photography.

Alan is our Head of Financial Planning & Analysis, and joined the Group in February 2021.

Helen is Group HR Manager, and joined in September 2020.

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.

E: marc.petherick@cwbgroup.co.uk
T: 020 7297 2370

 

Paul is our Director of Private Clients, and joined the Group in October 2015.

He is Director of Private Clients, 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.

Adam is a Senior Corporate Benefits Consultant, and joined us in November 2020.

Alan is Head of Mortgages and joined us in April 2018.

Alan has worked in financial services for almost 20 years. The last 10 years have seen him solely dedicated to the mortgage sector, where he is CeMAP qualified as an authorised mortgage adviser and CeRER qualified to give advice on equity release. Prior to joining us, Alan held mortgage advisory roles at major high street lenders Lloyds Banking Group and Barclays.

Outside of work Alan is a big sports fan, particularly football (Leeds United) and motorsport (Formula 1 and Moto GP). When not watching sport, Alan enjoys spending time with his wife Mandy and dining out at new restaurants. He loves travelling to new destinations, and when time allows enjoys riding his motorcycle.

Chris is a Chartered Financial Planner. Having joined CWB in October 2016, Chris became part of our Planning team in 2019 after being promoted from his Paraplanner role. 

Fred joined CWB in November 2015 having relocated to the Leicestershire area from Lancashire.

He is a Diploma qualified Financial Planner and has worked in the industry for over 25 years. Fred also holds relevant Mortgage Advice and Equity Release qualifications.

Fred is married and has been for 28 years. He has two grown up children, a springer spaniel called Bruno and a cat called Ralph. He enjoys meeting people, walking/trekking and watching sport. Fred recently visited Peru and spent 5 days trekking the Inca Trail to Machu Picchu.

E: frederick.eden@cwbgroup.co.uk
T: 01858 469 910

Garry is Investment Director and Chartered Financial Planner. He joined us in October 2017.

Graham is the original founder of Clarkson Wayman Ball, is a Chartered Insurance Practitioner and financial planner. 

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.

E: graham.clarkson@cwbgroup.co.uk
T: 01858 469910

Harry is a Diploma qualified Financial Planner and has a First Class BSc (Hons). He joined in November 2020.

He is a member of the Chartered Insurance Institute and the Personal Finance Society, and is currently studying towards Chartered Financial Planner status. Harry believes that financial planning should be bespoke for each client, centred around building long term relationships.

In his personal time Harry is passionate about sport, mainly rugby, football, and golf.

Jake is a Financial Planner. He became part of our Financial Planning team in August 2016, having been promoted from his former role as a Paraplanner, and is now Team Leader.

He graduated with a 2:1 degree in BSc (Hons) Economics for Business from Leeds Metropolitan University (now Leeds Beckett University) in 2013 and now has around five years’ experience in the financial services industry.

Jake has recently completed his Diploma in Regulated Financial Planning, and plans to further his development by achieving Chartered and then Fellow status. He is also a member of the Chartered Insurance Institute and Personal Financial Society.

Outside of work, Jake likes to keep active by going to the gym and playing cricket for his local village team. He is a keen sports fan and likes to follow a range of different sports including football (Leeds United), cricket (Yorkshire), rugby league (Leeds Rhinos) and horse racing.

E: jake.clarkson@cwbgroup.co.uk
T: 01858 469910

James is an ‘Award Winning’ financial adviser and fully diploma qualified, with over 15 years of experience in giving his clients holistic and tailored financial advice.

Originally a Yorkshire lad, with a reputation for straight talking and direct honesty, his focus has always been in providing ‘Jargon Free’ advice and ensuring his clients understand the features and benefits of everything he does to support their financial goals, therefore cementing and creating a truly Trust based relationship with all his clients.

James currently lives in a lovely village just outside of Solihull with his partner Kara and their small dog. He has always kept himself fit, having been a keen swimmer since youth, and has also recently taken up cycling. He has a long-standing love of all things art and music and has played guitar for many years.

Neil is a Financial Planner and joined the Group in September 2018.

Paul is a founder of PPS, is a Chartered Financial Planner, and has worked with veterinary practices for over 20 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 his 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.

E: paul.jackson@pps-vet.co.uk

T: 01527 880345

Roger is a Financial Planner. 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.

E: roger.carey@pps-vet.co.uk
T: 020 7297 2370

Steven is a Chartered Financial Planner and has a First Class in BSc (Hons) Financial Economics from City, University of London. Steven joined PPS in October 2017.

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.