Ernest R Shaw (Financial Management) Ltd was formed in 1987 as a wholly owned subsidiary to provide financial advice and is regulated by the Financial Services Authority. Since then, the company has developed a comprehensive range of services for companies and individuals to meet the fast changing needs of the 21st Century. As Independent Financial Advisors, we can recommend products and schemes available from all insurance companies in the market place. Advice on restructuring existing arrangements together with helping companies cope and comply with the constant flow of Employment and Pensions Regulations form an increasingly important part of our service.
   
 
   


The sudden absence of a key employee due to illness or worse can have a devastating impact on a company’s success. We can identify cost effective means of protecting the business from the loss of a key person whether reflected in lost turnover or the need to repay debt. This extends to include the provision of resources with which to purchase a departing Director’s shares and help retain the shareholding with the remaining Directors and ensure a smooth succession. Management buy outs present a vital opportunity to review the protection for the company and its new owners with a fresh approach to an often hitherto ignored business risk.

To attract and retain a quality workforce, companies need to offer attractive employment packages and communicate them effectively to their employees. Our specialist employment benefit team is able to handle all of your benefit packages including Pensions, Risk Benefits, Sick Pay, Private Health Care and Employee Voluntary Schemes. Pre-retirement Counselling is available to employees so that an independent and understanding approach can be implemented to address your employees concerns as they adjust to a new lifestyle.

   
 
   
Personal Financial Planning Advice particularly for Key Personnel Clients is a fast developing aspect of our service. Covering advice across the range of protection investment pensions and savings arrangements, we assist our Clients in both their Wealth Development and in Inheritance, Capital Gains and Income Tax Planning in conjunction with other professional advisors when required.