Matthew Shaw

I am a Level 6 Chartered Independent Financial Adviser at Newcastle Financial Advisers, with over 10 years of experience in the financial industry. I began my career in property finance before transitioning into financial advice more than five years ago. I am passionate about helping clients achieve their financial goals by providing clear, tailored advice across investments, pensions, tax planning, and protection. My approach is built on trust, transparency, and a deep understanding of each client’s unique circumstances. Newcastle Financial Advisers is part of Newcastle Building Society, a purpose-led organisation committed to ‘connecting our communities with a better financial future.’ This means I’m here to support you—regardless of how much you have saved or how much you want to invest. Whether you’re building on existing plans or seeking financial advice for the first time, I’m here to help. Get help with setting specific financial goals, seeing how close you are to achieving them and forming a plan to get on track; whether that is planning for an early retirement or planning to buy your first home. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.