Alex joined the company in August 2008 as a Wealth Planner, and was appointed to our board of directors in June 2014. Prior to joining the company, he spent a successful eight years in advisory and technical roles with Barclays and Aegon.
He is comfortable covering all aspects of financial advice and has a portfolio of clients based both across Yorkshire and the UK. His particular areas of expertise are advising on wealth management, retirement planning and Inheritance Tax mitigation. He also helps shape the strategy of the business and manages various aspects of its daily operations.
Alex lives in the Pennines with his partner who is a Chartered Physiotherapist. Together, they have two children, who happily keep his home life anything but quiet. He is a former semi-professional rugby union player for Huddersfield RUFC, a keen runner, and an avid sports fan.
Director Alex Shaw examines the need for advisers to identify clients’ unique requirements in relation to political developments in FT Adviser.Details
Director Alex Shaw comments in Investment Week – Smaller wealth management firms at risk as M&A deals reach eight-year high
Director Alex Shaw comments on M&As in the wealth management industry in Investment Week.Details
Director Alex Shaw’s article, published in Professional Adviser and Investment Week, examines the FCA and the role the new CEO, Andrew Bailey, will play in the Organisation’s activities.Details
Director Alex Shaw’s articles examining the reasons driving the recent increase in Mergers & Acquisitions (M&As) in the wealth management industry have been published in Wealth Manager, FT Adviser Wealth Briefing, Wealth Adviser and Real Business.Details