Who are Robert Shaw & Co?

The short answer would be that Robert Shaw & Co are a business with many years’ experience in financial services and providing expert advice in wills and estate planning.

But at the heart of what we do are the experiences of our husband-and-wife team, Robert Shaw and Carol Shaw.

Several years ago, Robert was diagnosed out of the blue with a primary brain tumour, which was both a shock and wake up call for him to get his affairs in order.

Not long before the first lockdown in 2020, Robert was then diagnosed with prostate cancer, followed by a small amount of skin cancer diagnosed in 2021, further emphasising the uncertainty of the future and necessity of planning ahead.

By rewriting his will and setting lasting powers of attorneys in place, Robert became confident that should the worst happen, everything would be taken care of.

The passion we have for what we do at Robert Shaw & Co comes from the peace of mind that wills and power of attorney have given us, and the fact that this can help other people to protect their loved ones when the time comes.

Meet Carol Shaw...

Carol

Nice to meet you!

I’m Carol, and I head up administration for Robert Shaw & Co, using my sixteen years of experience providing financial advice and assistance to help me provide the best systems in-house for managing clients.

When I’m not heading up the administration function, I also give talks and lectures about the various support offered by Robert Shaw & Co.

Having recently obtained National Lottery funding for my debt business, I now also provide debt and money workshops in the local community.

When I’m out of the office, I enjoy running my other business, Highly Strung Jewellery, and teaching arts and crafts workshops both for individuals and groups.

I’ve also authored a book, The Brain Tumour’s Wife, and have recently participated in the BBC’s A Matter of Life and Debt as a debt advisor.

Nice to meet you!

I’m Robert, and I’ve worked in the financial services industry for over thirty-five years and started as an Independent Financial Advisor (IFA) and recently have worked as a Mortgage and General Insurance Advisor.

I’d summarise my approach as a ‘thinking outside the box’ one when it comes to problem solving, as I look at each client situation and offer the best possible solutions for all of their estate planning and future financial needs.

My expertise is in the implementation of lasting power of attorney and all things property related (I’d even go as far as to say my expertise is second to none!).

When I’m not working, my hobbies include going to the gym, walking in the countryside, and participating in rowing and cycling events to raise funds for Help Harry Help Others Cancer Charity and The Brain Tumour Charity, which I’m an ambassador for.

Meet Robert Shaw...

carol

This is Carol Shaw, she heads up the Administration function of the organisation. Carol has over sixteen years of providing financial advice and assistance which allows her to use this knowledge to provide the best possible systems in house for managing clients affairs.

Carol also gives talks and lectures about the various products and services offered by Robert Shaw and Company. She more recently obtained National Lottery funding for her debt business in order to provide debt and money workshops in the local community.

Out of the office Carol enjoys running her other business Highly Strung Jewellery, and loves to teach arts and crafts workshops both for individuals and groups.

Carol is also an author (The Brain Tumour's Wife) and has recently participated in the BBC's A Matter of Life and Debt as a debt advisor.

Robert Shaw has worked in the financial services industry for over thirty five years and started as an Independent Financial Advisor (IFA) and more recently was a Mortgage and General Insurance advisor.

Robert’s knowledge and experience are second to none and he is known for his “thinking outside the box” approach to problem solving. Robert skills also include looking at a clients situation and offering the best possible solutions for all their estate planning and future financial needs.

His expertise surrounding the implementation of Lasting Power of Attorney's and all things property related is second to none. Robert also provides legal services relating to Probate and other matters as a consultant to local solicitors firms.

Robert’s hobbies include going to the gym and walking in the countryside. He often participates in rowing & cycling events to raise much needed funds for Help Harry Help Others Cancer Charity and The Brain Tumour Charity, of which he is an ambassador.

Robert Shaw & Company

181 Church Road, Yardley, Birmingham B25 8UR Tel: 0333 240 0851 (local call rate)

Email: wills@robertshawandco.co.uk

Call us: 0333 240 0851

© 2023 Robert Shaw and Co