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Senior Wealth Advisor
As Senior Wealth Advisor, Shaw enjoys offering in-depth and individualized financial advice to clients. He has 8 years of investment management expertise and is known for giving each client his undivided attention while keeping an eye on the big picture. Shaw's long-term planning approach enables him to assist clients in attaining their financial goals while also developing trustworthy relationships.
Shaw was employed by Aldwin Callen in 2016 after working for Hargreaves and Lansdown for 5 years providing financial advisory, stockbroking and annuity broking services to private investors and advice to companies on group pension schemes.
Originally from Kent, Shaw graduated from London School of Economics and Political Science (LSE) with a bachelor’s degree in Economics.
What has driven you to your current career path?
Aldwin Callen appeals to me because of its freedom and opportunity to make judgments that are in the best interests of my clients. I am certain that I will be able to continue to bring value to my clients via the financial planning process thanks to the tools and technologies available. With this connection, I've teamed up with a broker dealer who is as dedicated to providing the best possible service to my clients as I am.
What is the most adventurous thing you’ve done?
Mountain Climbing at Waterval Boven, South Africa.