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Mike Shaw

Financial planner

Mike Shaw

T: 01582 720511

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Mike has worked in the financial services industry since 1989 and has always been independent, initially working with the Investment Practice advising the medical profession before establishing his own practice in 1994.

He attained and holds all the necessary certificates in financial planning and merged his practice with Wealth Matters in 2010 to enhance the in house services, which were becoming more and more necessary to provide his clients due to changes in the financial services industry. Mike still specialises in advising the medical profession and has a passion to make good quality, independent advice available for all and not just the elite few.

Mike’s interests include his family, football and good food.

My desire is to offer plain-English, independent advice to those who really need it. I want to educate clients away from the sales and commission culture associated with the industry towards an understanding of good-quality advice and service, paid for at the point of delivery."

Mike’s financial qualifications

  • 1994-2009: Mortgage Advisers Qualification from the Chartered Insurance Institute
  • 1994-2009: Certificate in Financial Planning part 3
  • 1989-1994: Certificate in Financial Planning part 1&2
 
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