Stephen Shaw

Job Title: Independent Financial Adviser

Email: stephen.shaw@tenet.co.uk

Tel: 07760 313406

Qualifications: DipPFS
Location: Devon and Cornwall, and further afield across the UK
Specialisms: Pensions advice, investments, retirement planning, inheritance tax planning

Reviews and Ratings for Financial adviser Stephen Shaw, Plymouth

Stephen Shaw is an Independent Financial Adviser with more than 25 years’ financial experience. Based in Tavistock, Stephen works all over Devon and Cornwall, meeting most clients face to face, as well as working remotely with clients from further afield.

With vast experience in insurance, banks and advising, Stephen is fully qualified with a DipPFS and has worked under Tenet as a self-employed IFA since 2011. He helps clients with all areas relating to retirement planning, savings advice, Inheritance Tax Planning and protection, with a particular specialism in investments and pensions.

Stephen works predominantly with older clients and always strives to build strong relationships that last over many years. Most of his work comes from his existing client bank or referrals from clients.

Outside of work, Stephen enjoys playing golf and running. A sociable and supportive member of his community, he coached a junior football team in Tavistock for almost five years.

You can contact Stephen by emailing: Stephen.shaw@tenet.co.uk or calling: 07760 31340

Stephen can help you with:

  • Pensions advice
  • Investments
  • Retirement Planning
  • Savings advice
  • Inheritance tax planning
  • Protection cover

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

Guides

Download our guides: 

Retirement Planning Guide

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Investing in times of Uncertainty

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Pensions Guide

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If you have an investment enquiry, please complete and submit the form below and Stephen will be in touch.

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