Senior Financial Advisor
CurrentAdvising clients on how to invest, save and make the most of their money by getting to know them, their needs and future aspirations to help them to make the most suitable investments.
Sep 2018 - Present
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Thomas Shaw Email & Phone Number
Senior Financial Advisor
at
Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place
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✓ Verified July 2026
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Role
Senior Financial Advisor
Location
Canterbury, England, United Kingdom
Who is Thomas Shaw? Overview
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Thomas Shaw is listed as Senior Financial Advisor at Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place, based in Canterbury, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Thomas Shaw.
Thomas Shaw previously worked as Commercial Director at Forza Industries and International Commercial Manager at Hsbc. Thomas Shaw holds Bachelor Of Science (Bsc), Sports Management And Finance, First Class Degree With Hons from Sheffield Hallam University.
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Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place
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About Thomas Shaw
Working as a Financial Consultant at Hall & Costello, I am able to help people to organise their personal finances and tax arrangements to help improve the quality of their life.Our aim is to offer a personal and bespoke service to our clients, regardless of investment value – to help them plan for their future.Our services include:Investment PlanningRetirement PlanningInheritance Tax & Estate PlanningProtecting You and Your FamilyCorporate Services (e.g. Directors' pensions, Employee benefits)Savings (e.g. ISAs)MortgagesIt’s important to us to get to know our clients, to understand their current finances and future needs and look to enhance their wealth in the best ways possible. I take the time to offer a range of options for their own unique needs and circumstances – because every single client is different.My aim is to build a long-term relationship so I can steer my clients through their financial planning in the future – not just for one investment.I’d like to invite you to book a no obligation, financial review – just so you can find out where you are with your finances and how you can make the most of them. Get in touch to find out more or make an appointment.hallandcostello@sjpp.co.uk01622 538836Meet the team and find out more about us:hallandcostellowealthmanagement.co.ukYour home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.'The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives'
Listed skills include Investments, Pensions, Financial Advisory, Wealth Management, and 25 others.
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Thomas Shaw's current company
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Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James'S Place
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6 roles
Thomas Shaw work experience
A career timeline built from the work history available for this profile.
Commercial Director
Feb 2018 - Sep 2018
International Commercial Manager
Delivering a professional international business advisory, consultancy & support service to our customers, prospective customers & professionals in the field of international trade, finance & risk management.I work with many agencies, associations & partnerships across the globe and can leverage a truly powerful network to add real commercial value to businesses that i manage, helping companies expand and suceed across a variety of industry sectors. Specialties:Corporate strategy, international networking, international markets & cultures, international trade finance, FX risk management, structured finance, global payments & cash management. entrepreneurial and creative thinker
Jan 2014 - Feb 2018
Commercial Financial Advisor
Providing financial advice within the corporate / commercial environment as well as for directors of companies personal affairs. Main areas of advice include Business Protection, Commercial Investments and tax planning and Group Pensions.Commercial adviser providing complex and tailored regulated advice to commercial clients. Advising all types of entities; corporate, partnerships, LLPs, sole traders, trusts, as well as personal regulated advice to the connected directors and owners.Client size typically £2m - £20m turnover. Advice remit includes corporate & individual investment solutions, group life, shareholder protection solutions, keyperson & liability protection, auto-enrolment solutions, profit extraction advice.Managing and coaching a team of 5 Commercial Relationship Managers and International Relationship Managers to achieve their own wealth and income targets, whilst ensuring HSBC Kent / Thames Gateway Commercial achieves its overall wealth goals. As well as helping line management with sales quality and compliance checking.Consistent achiever and met and surpassed all targets and expectations regarding KPI's, Sales / Advice Implementations and Persistency while achieving a 100% sales quality and compliance pass rate. Overall received excellent annual periodic appraisal ratings every half year
May 2011 - Jan 2014
Senior Commercial Financial Planner
Oct 2008 - Feb 2011
Business Financial Consultant
Sep 2004 - Sep 2008
3 education records
Thomas Shaw education
Bachelor Of Science (Bsc), Sports Management And Finance, First Class Degree With Hons
Sheffield Hallam University
Bachelor Of Science (Bsc), Sport And Fitness Administration/Management, First Class Degree With Hons
Education record
FAQ
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What company does Thomas Shaw work for?
Thomas Shaw works for Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place.
What is Thomas Shaw's role at Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place?
Thomas Shaw is listed as Senior Financial Advisor at Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place.
Where is Thomas Shaw based?
Thomas Shaw is based in Canterbury, England, United Kingdom while working with Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place.
What companies has Thomas Shaw worked for?
Thomas Shaw has worked for Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James'S Place, Forza Industries, Hsbc, Barclays, and Lloyds Tsb.
How can I contact Thomas Shaw?
You can use AeroLeads to view verified contact signals for Thomas Shaw at Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place, including work email, phone, and LinkedIn data when available.
What schools did Thomas Shaw attend?
Thomas Shaw holds Bachelor Of Science (Bsc), Sports Management And Finance, First Class Degree With Hons from Sheffield Hallam University.
What skills is Thomas Shaw known for?
Thomas Shaw is listed with skills including Investments, Pensions, Financial Advisory, Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, and Coaching.
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