shaw gibbs - accountants and business advisers
accountants & business advisers

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

  • Financial planning

    We are a firm of financial planners. We are not stockbrokers; we are not investment managers; we make no claims to be able to predict what will happen in the short-term with any particular market; we make no claims to be able to pick which companies will outperform their peers; we make no claims to be able to predict which way a particular share price will go tomorrow.

    What we aim to do for our clients is to apply sound financial planning principles to the investment of money over the medium to long-term. We aim to help people identify what is achievable, note the threats to them achieving these, put in place a plan to achieve these and avoid any pitfalls along the way.

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    What we aim to do for our clients is to apply sound financial planning principles to the investment of money over the medium to long-term. We aim to help people identify what is achievable, note the threats to them achieving these, put in place a plan to achieve these and avoid any pitfalls along the way.

    Book a Meeting
  • Lifetime cashflow planning

    Given that financial planning often involves a number of potentially conflicting desires, not to mention a whole host of variables and possibilities, constructing a lifetime cashflow model can prove a very good idea. Charting your future cash flow position can bring your money to life and enable us, together with you, the ability to consider ways in which to achieve your lifestyle objectives, while bearing in mind your capacity for loss and your need to take risk. The end result should be something which can be reviewed, updated and used to answer the question, “what if?”

    We have created two videos to demonstrate two client scenarios and how cashflow modelling can help to answer the questions:

    When can I retire?
    How much can I gift?

    Book a Meeting

    We have created two videos to demonstrate two client scenarios and how cashflow modelling can help to answer the questions:

    When can I retire?
    How much can I gift?

    Book a Meeting
  • Financial products

    Pensions, ISAs, investments, life assurance – yes we deal with all of these.

    You may not buy a car because of the widget in the engine, but you still need the widget to get what you bought the car for, whether it be speed, comfort, space, utility or longevity.

    Using this principle, we look at the financial products you have, we identify those you need, then we hope the two things match and where they don’t, we look to get you the right one to fill the gap.

    We look to get the right product from the right company at the right price, and take pride in being able to do so.

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    Using this principle, we look at the financial products you have, we identify those you need, then we hope the two things match and where they don’t, we look to get you the right one to fill the gap.

    We look to get the right product from the right company at the right price, and take pride in being able to do so.

    Book a Meeting
  • Pension advice

    However much we may focus on planning being the key, we cannot ignore the fact that much of it involves pensions. Despite being much maligned, pensions have a lot of things going for them – to misquote The Animals “they’re just a product whose intentions are good, oh lord please don’t let them be misunderstood”.

    Most of us have them, many don’t understand them, too many neither trust nor like them, and some of them are not fit for purpose. Our job is to simplify the technical, clarify the misunderstood and sort the good from the bad, keeping the good and improving the bad so they fit into the overall plan.

    Book a Meeting

    Most of us have them, many don’t understand them, too many neither trust nor like them, and some of them are not fit for purpose. Our job is to simplify the technical, clarify the misunderstood and sort the good from the bad, keeping the good and improving the bad so they fit into the overall plan.

    Book a Meeting

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

    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

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