shaw gibbs - accountants and business advisers
accountants & business advisers

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Financial Planning

Assisting in retaining your wealth & achieving financial growth with sound planning.

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How we can help

Our overall objective is twofold; to assist you in retaining your wealth, and to achieve financial growth via sound financial planning.

We can advise in the following areas:

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

    Client Testimonials

    • 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

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    • Tim Davison in Financial Planning has been very kind and helpful to me and I have been very impressed with Emily Hillier in Tax who has been efficient and a joy to deal with.

      Deirde Jalie

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    • Tim understood our goals and risk appetite and the level of protection we require. His investment advice and cash-flow model have given us the confidence and visibility of our financial position.

      Mark Priestley

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    Things you should know about Financial Planning

    Shaw Gibbs Financial Services Ltd is a firm of Independent Financial Advisers and is authorised and regulated by the Financial Conduct Authority.

    To contact us directly please email or phone us on 01865 292200.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial planning businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit

    From 15th February 2016 the Online Dispute Resolution platform in the event of a dispute related to online sales or services within the European Union can be found at

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