Investors in Excellence recognises Clarkson Wayman Ball

We are extremely pleased to announce that Clarkson Wayman Ball have achieved the Investors in Excellence Standard.

Clarkson Wayman Ball are a leading financial planning firm, offering a wide range of advice to both private and corporate clients, as well as working with a range of other professions.

Clarkson Wayman Ball assist their clients in planning for their futures, this requires the team to consider all aspects of their financial well being. This level of service demands the highest financial planning skills that are not always found within the financial services industry.

From working with the IiE Standard, Clarkson Wayman Ball are gained many benefits. Practical business issues are driven to the surface allowing them to then build a structure and process around these issues to ensure they become imbedded within the organisations culture and work models.

Graham Clarkson, Managing Director of Clarkson Wayman Ball, commented “To remain competitive, to become a leader in your field and to be able to adopt and benefit from industry growth and changes, an organisation must have a culture of excellence. To attract and retain clients, to develop, motivate and utilise staff to the best of their ability and to see substantial bottom line growth, excellence is a model that ensures success.”

To be recognised as an Investor in Excellence is the culmination of a vision. This idea, this belief on how a company should ‘look’, on how it interacts with its clients, staff and suppliers has been the drive behind this accreditation.

Congratulations once again to Clarkson Wayman Ball!