Matthew Shaw

About

I’m a Level 6 chartered associate Financial Adviser at Newcastle Financial Advisers, bringing over a decade of experience in the financial services industry. I began my career in property finance before moving into financial advice more than five years ago, where I’ve since developed a strong reputation for delivering clear, personalised guidance. I’m passionate about helping clients achieve their financial goals—whether that’s growing their investments, planning for retirement, managing tax efficiently, or ensuring the right protection is in place. I pride myself on building long-term relationships founded on trust, transparency, and a genuine understanding of each client’s individual needs. 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.