Financial Planning
Financial Planning
Assisting in retaining your wealth & achieving financial growth with sound planning.
Our team of experts are on hand to help you keep control of your money. We use our decades of experience to promote your financial growth by creating a bespoke plan, customised to your unique needs.
Identify what is achievable and avoid pitfalls
Core services
Added value services
Mortgage protection
We can search the entire market to advise you on the best protection available. We can review any existing arrangements that you may already have, providing peace of mind about the level of cover suitable to your requirements.
Helping you to have the relevant life insurance, income protection and critical illness cover in place.
Investment portfolios
It is rare that a plan does not involve an investment – once you have worked out what you really want to achieve and what success looks, feels and tastes like, the way to get there is invariably paved with investments.
When we know what the plan is, we help our clients achieve it by first structuring, and then looking after the investments they need to make it. Our philosophy is to start by trying to control what is controllable, such as cost and, to a certain extent, tax. Next, define what success means to you and then measure your investments against that, not something else. Define what risk means to you not just what it means in investment terms, then accept that we are dealing with an unpredictable future, and expect that at some point your investments will fall - it may be they fall before they rise.
Your Financial Planning Team
Downloads & Resources
If you are looking to find out more about a specific area of Financial Planning, please use the resources below
I have experienced superb service from Ed at Shaw Gibbs, both for financial planning and cash-flow modelling. I feel very safe with Ed as my adviser
Paul Bailey
Nick listened carefully to what I wanted, provided the paperwork for me to state my preferences and intentions and keep a record of what had happened to which I can now refer as necessary.
Financial Planning client
Need expert advice?
Speak to an expert for advice on
+44-1865-292200 or get in touch online to find out how Shaw Gibbs can help you
Email
info@shawgibbs.com
Alternatively, if you know the exact meeting slot that you want to book