About Kevin Shaw
Kevin Shaw
APFS Certs CII (MP&ER)
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.
About
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.
Testimonials
Item 1 of 29
Kevin has always given my wife and myself first class financial advice and a personal service and support second to none. I would not hesitate to recommend Kevin to anyone.
P D Izzard |New Haw
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.
Melanie Chisholm |Musician (Spice Girl)
Kevin has been invaluable to me and my family with financial planning, pensions and investments. He proved his worth within a couple of months with a huge improvement on performance of my pension portfolio. I have already recommended him to a number of my contacts and friends and will continue to...
Gordon Smart |Radio Presenter Radio X and Entrepreneur
Kevin at Circle Wealth Partners provides me with a high level of personal service and has delivered results from day one. He offers bespoke solutions that fit my needs and looks after all my wealth planning requirements. I would always recommend Kevin to anyone who needs a personal wealth adviser as...
Dani Dyer |Broadcaster
I was introduced to Kevin 4 years ago by my 3 sons also investors with Kevin - It was the best thing I have ever done. Kevin is highly efficient and with quite a big investment, I have complete peace of mind that everything will be done to maximise my investment for the future. I would always recomm...
Edward Christopher Smart |Retired, Kingston
Kevin's knowledge of investments and taxation is second to none. He has been extremely helpful in planning my family's financial future. His bespoke solutions are perfect for our needs.
Moray Wright |Fund Manager, London
My introduction to Kevin has been a revaluation in terms of the sound ideas he has brought to the table to manage my family and company finances more effectively, I have acted on Kevin's advice on several occasions over the years and I can honestly say that good professional advice makes a differenc...
Vinesh Prajapati |Project Manager, Wimbledon, London
Having worked with Kevin on my own affairs, and liaised with him in respect of some of my client's affairs. I have found his service level and attention to detail to be excellent. He is very knowledgeable in the alternative investment markets and has a real understanding of the underlying investment...
Stuart Wright |Accountant, Woking
Matthew has been impressively proactive in offering me appropriate financial opportunities. His comprehensive approach and quality of service instils a highly valued level of confidence that my interests are being well considered. I highly recommend him and the team.
Name Supplied |Director in fixed income markets, Barclays, Surbiton
Having used two financial advisers in the past, with moderate success, transferring our investment to Kevin was an eye opener. The advice and service improved considerably. Kevin is present, passionate and up to date in terms of products and 'out of the box' thinking. My husband and I would recommen...
Charlotte Wiltshire |Banker, Woking
Kevin has taken a great burden from me with regards to my financial future and planning for my children's future. He is attentive and takes great care in putting you at ease. His financial solutions have been spot on and appropriate for my situation and my wealth creation needs.
R Booysen |Software, Corporate Investment Banking, London
Kevin is relentless in wealth creation; he has deep knowledge and moves swiftly to deliver solutions. The dozens of people I have recommend him to also agree!
G Collins |Banking, London
Love Kevin! Good guy! Honest! Makes you understand what appear to be complicated issues in a very simple manner!
Name Supplied
My adviser Matthew Parker has always given sound advice and guided me the correct way for my investments to earn and grow. Always at the end of the phone if I need him. I would recommend him to anyone & did, my husband who has benefited from him too.
G O'Connor |Administrator, Feltham
We are very pleased with the sound advice and support given to us by Kevin Shaw with regard to the management of our funds and would thoroughly recommend him to anyone.
Richard & Sheila Kuban |Retired, Woking
Kevin has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending Kevin Shaw to anyone.
Mrs Valerie Fleet
My wife and I first invested with Kevin in November 2010 and cannot speak highly enough of the service we have received. It is good to know your investments are in safe, trustworthy hands and would not hesitate to recommend Kevin to anyone.
Peter Izzard |Retired, New Haw, Addlestone
He has always made me feel that he takes my interests very seriously. He is very approachable and amendable, giving me confidence in all that he proposes.I would not hesitate to recommend him to anyone who expresses an interest in taking financial advice.
Anonymous
During the time Kevin Shaw has been our financial planner, we have found him highly skilled professionally, personable and willing to offer support and advice whenever requested. We would not hesitate to recommend him.
John & Marion |West Woodham, Surrey
Kevin has attended to my financial planning during the previous 6 months and has paid great attention to detail and provided a professional service promptly and efficiently, including a few of my associates. Thanks for your efforts.
A Beckett |Rowtown
I have been advised by Kevin for over 3 years and I have been more than satisfied with the advice and support he has given me, he is now the first person I turn to whenever I need financial advice and I would not hesitate to recommend him to anyone.
Anonymous
We have never trusted anyone else to manage our money until we met Kevin Shaw.He has given us sound advice with wise investments tailored especially for our own needs.The knowledge of having Kevin at the end of the telephone on a personal level is exceptional.We would not hesitate in recommending Ke...
Peter Herridge |Retired, Woking
I would like to express my high regard for the services and support you have provided to Hille and I over the last two years. Your advice was not only timely; the solutions to our personal challenges have been creative, appropriate & practical. I would have no hesitation in recommending you to clien...
C J Kriek
The advice and service provided by Matthew has been excellent throughout my retirement planning implementation. His attention to detail ensured that my pension pot was invested with the best potential for growth and throughout the advice process, Matthew presented his advice in a clear and concise m...
David Forbes |Retired, Frome
Matt has always given me sound and believable advice in words which I understand. He has always advised me whenever I have needed help and nothing has been too much trouble to him. His advice has always been fantastic and he works to the highest standard. He works to the highest standard. He is alwa...
Tracey Morey |Woking
We have known Mr Kevin Shaw for approximately 10 years, and was one of his first clients. He has always been very accommodating and given us sound and trustworthy advice and support at all times. We are more than happy with his services and would highly recommend him to any future clients.
R.T. Nuthall
Service excellent easy to talk to. Would recommend.
Georgia Harris |Retired, Barlestone
I have known and dealt with Kevin Shaw since he first founded his business back in 2010 and have always felt that he offers sound trustworthy advice and is very easy to talk with. I would have no hesitation in recommending his services.
Peter A. Harding |Retired, Woking
Kevin Shaw has always put our interests first by giving very trustworthy advice. The support we have received has always been excellent. We would not hesitate in recommending Kevin to anyone.
James Eades |Retired, Woking
Kevin has always given my wife and myself first class financial advice and a personal service and support second to none. I would not hesitate to recommend Kevin to anyone.
P D Izzard |New Haw
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.
Melanie Chisholm |Musician (Spice Girl)
Kevin has been invaluable to me and my family with financial planning, pensions and investments. He proved his worth within a couple of months with a huge improvement on performance of my pension portfolio. I have already recommended him to a number of my contacts and friends and will continue to...
Gordon Smart |Radio Presenter Radio X and Entrepreneur
Kevin at Circle Wealth Partners provides me with a high level of personal service and has delivered results from day one. He offers bespoke solutions that fit my needs and looks after all my wealth planning requirements. I would always recommend Kevin to anyone who needs a personal wealth adviser as...
Dani Dyer |Broadcaster
I was introduced to Kevin 4 years ago by my 3 sons also investors with Kevin - It was the best thing I have ever done. Kevin is highly efficient and with quite a big investment, I have complete peace of mind that everything will be done to maximise my investment for the future. I would always recomm...
Edward Christopher Smart |Retired, Kingston
Kevin's knowledge of investments and taxation is second to none. He has been extremely helpful in planning my family's financial future. His bespoke solutions are perfect for our needs.
Moray Wright |Fund Manager, London
My introduction to Kevin has been a revaluation in terms of the sound ideas he has brought to the table to manage my family and company finances more effectively, I have acted on Kevin's advice on several occasions over the years and I can honestly say that good professional advice makes a differenc...
Vinesh Prajapati |Project Manager, Wimbledon, London
Having worked with Kevin on my own affairs, and liaised with him in respect of some of my client's affairs. I have found his service level and attention to detail to be excellent. He is very knowledgeable in the alternative investment markets and has a real understanding of the underlying investment...
Stuart Wright |Accountant, Woking
Matthew has been impressively proactive in offering me appropriate financial opportunities. His comprehensive approach and quality of service instils a highly valued level of confidence that my interests are being well considered. I highly recommend him and the team.
Name Supplied |Director in fixed income markets, Barclays, Surbiton
Having used two financial advisers in the past, with moderate success, transferring our investment to Kevin was an eye opener. The advice and service improved considerably. Kevin is present, passionate and up to date in terms of products and 'out of the box' thinking. My husband and I would recommen...
Charlotte Wiltshire |Banker, Woking
Kevin has taken a great burden from me with regards to my financial future and planning for my children's future. He is attentive and takes great care in putting you at ease. His financial solutions have been spot on and appropriate for my situation and my wealth creation needs.
R Booysen |Software, Corporate Investment Banking, London
Kevin is relentless in wealth creation; he has deep knowledge and moves swiftly to deliver solutions. The dozens of people I have recommend him to also agree!
G Collins |Banking, London
Love Kevin! Good guy! Honest! Makes you understand what appear to be complicated issues in a very simple manner!
Name Supplied
My adviser Matthew Parker has always given sound advice and guided me the correct way for my investments to earn and grow. Always at the end of the phone if I need him. I would recommend him to anyone & did, my husband who has benefited from him too.
G O'Connor |Administrator, Feltham
We are very pleased with the sound advice and support given to us by Kevin Shaw with regard to the management of our funds and would thoroughly recommend him to anyone.
Richard & Sheila Kuban |Retired, Woking
Kevin has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending Kevin Shaw to anyone.
Mrs Valerie Fleet
My wife and I first invested with Kevin in November 2010 and cannot speak highly enough of the service we have received. It is good to know your investments are in safe, trustworthy hands and would not hesitate to recommend Kevin to anyone.
Peter Izzard |Retired, New Haw, Addlestone
He has always made me feel that he takes my interests very seriously. He is very approachable and amendable, giving me confidence in all that he proposes.I would not hesitate to recommend him to anyone who expresses an interest in taking financial advice.
Anonymous
During the time Kevin Shaw has been our financial planner, we have found him highly skilled professionally, personable and willing to offer support and advice whenever requested. We would not hesitate to recommend him.
John & Marion |West Woodham, Surrey
Kevin has attended to my financial planning during the previous 6 months and has paid great attention to detail and provided a professional service promptly and efficiently, including a few of my associates. Thanks for your efforts.
A Beckett |Rowtown
I have been advised by Kevin for over 3 years and I have been more than satisfied with the advice and support he has given me, he is now the first person I turn to whenever I need financial advice and I would not hesitate to recommend him to anyone.
Anonymous
We have never trusted anyone else to manage our money until we met Kevin Shaw.He has given us sound advice with wise investments tailored especially for our own needs.The knowledge of having Kevin at the end of the telephone on a personal level is exceptional.We would not hesitate in recommending Ke...
Peter Herridge |Retired, Woking
I would like to express my high regard for the services and support you have provided to Hille and I over the last two years. Your advice was not only timely; the solutions to our personal challenges have been creative, appropriate & practical. I would have no hesitation in recommending you to clien...
C J Kriek
The advice and service provided by Matthew has been excellent throughout my retirement planning implementation. His attention to detail ensured that my pension pot was invested with the best potential for growth and throughout the advice process, Matthew presented his advice in a clear and concise m...
David Forbes |Retired, Frome
Matt has always given me sound and believable advice in words which I understand. He has always advised me whenever I have needed help and nothing has been too much trouble to him. His advice has always been fantastic and he works to the highest standard. He works to the highest standard. He is alwa...
Tracey Morey |Woking
We have known Mr Kevin Shaw for approximately 10 years, and was one of his first clients. He has always been very accommodating and given us sound and trustworthy advice and support at all times. We are more than happy with his services and would highly recommend him to any future clients.
R.T. Nuthall
Service excellent easy to talk to. Would recommend.
Georgia Harris |Retired, Barlestone
I have known and dealt with Kevin Shaw since he first founded his business back in 2010 and have always felt that he offers sound trustworthy advice and is very easy to talk with. I would have no hesitation in recommending his services.
Peter A. Harding |Retired, Woking
Kevin Shaw has always put our interests first by giving very trustworthy advice. The support we have received has always been excellent. We would not hesitate in recommending Kevin to anyone.
James Eades |Retired, Woking
Kevin has always given my wife and myself first class financial advice and a personal service and support second to none. I would not hesitate to recommend Kevin to anyone.
P D Izzard |New Haw
of29
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
E-Briefing Service
Stay up-to-date with the latest Industry Insights
Enter your email address and register or update your existing email preferences.
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.
-
Circle Wealth Partners is a trading name of Circle Wealth Partners Ltd. Circle Wealth Partners Ltd is registered in England and Wales, Number 12860069. Registered Office: Chancery House, 30 St Johns Road, Woking, Surrey, GU21 7SA.