Thomas Shaw

Thomas Shaw Email and Phone Number

Senior Financial Advisor at Hall & Gertski Wealth Management Ltd. Investments, Pensions, Savings, Corporate. @ Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place
Thomas Shaw's Location
Canterbury, England, United Kingdom, United Kingdom
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'

Thomas Shaw's Current Company Details
Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place

Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James'S Place

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Senior Financial Advisor at Hall & Gertski Wealth Management Ltd. Investments, Pensions, Savings, Corporate.
Thomas Shaw Work Experience Details
  • Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James'S Place
    Senior Financial Advisor
    Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James'S Place Sep 2018 - Present
    Maidstone
    Advising 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.
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  • Forza Industries
    Commercial Director
    Forza Industries Feb 2018 - Sep 2018
    Kent
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  • Hsbc
    International Commercial Manager
    Hsbc Jan 2014 - Feb 2018
    Kent
    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
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  • Hsbc
    Commercial Financial Advisor
    Hsbc May 2011 - Jan 2014
    Canterbury / Thames Gateway
    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
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  • Barclays
    Senior Commercial Financial Planner
    Barclays Oct 2008 - Feb 2011
    London, United Kingdom
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  • Lloyds Tsb
    Business Financial Consultant
    Lloyds Tsb Sep 2004 - Sep 2008
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Thomas Shaw Skills

Investments Pensions Financial Advisory Wealth Management Relationship Management Retirement Planning Portfolio Management Coaching Strategic Financial Planning Investment Advisory Retirement Wealth Bonds Investment Strategies Inheritance Tax Planning Finance Financial Services Wealth Management Services Banking Financial Risk Credit Commercial Banking Risk Management Commercial Lending Trade Finance Income Protection Mutual Funds Financial Planning Business Relationship Management

Thomas Shaw Education Details

Frequently Asked Questions about Thomas Shaw

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 the current company?

Thomas Shaw's current role is Senior Financial Advisor at Hall & Gertski Wealth Management Ltd. Investments, Pensions, Savings, Corporate..

What schools did Thomas Shaw attend?

Thomas Shaw attended Sheffield Hallam University, Victoria University, Victoria University.

What skills is Thomas Shaw known for?

Thomas Shaw has skills like Investments, Pensions, Financial Advisory, Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Coaching, Strategic Financial Planning, Investment Advisory, Retirement, Wealth.

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