Whilst having overall responsibility for managing Circle Wealth Partners and the team of advisers, Kevin spends 80% of his time working with private clients. Kevin advises clients in many areas; he focuses on clients who have more complicated circumstances or specialist needs; inheritance tax planning and tax-efficient investing are some of the areas in which he specialises.
Kevin works with professional clients from various backgrounds such as partners in law and accountancy firms; entrepreneurs; senior executives; fund managers; the media and entertainment industry and retired clients; all who tend to have significant sums to invest.
Kevin’s focus on intergenerational wealth planning takes in to consideration all four areas of the ‘wealth circle’ when advising our clients on their long-term financial planning needs.
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.
Kevin Shaw is the Founder and Managing Director of Circle Wealth Partners. He has worked in the financial services sector since 2001 and established the practice in 2010. Kevin is a Chartered Financial Planner, the gold standard in financial planning.
It's been amazing working with Kevin at Circle Wealth. I feel completely comfortable that my assets are growing healthily and being looked after with great diligence. The service Circle Wealth offer is personal, easy and utterly professional.
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The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.