Business Details
Your Trusted Partner for Financial Planning in Woking
At Circle Wealth, we specialise in delivering tailored financial advice designed to align with your unique aspirations and life journey. Founded on the principle that great advice stems from deep understanding, our approach revolves around building long-term relationships grounded in trust and transparency. Our Wealth Circle methodology guides clients through every stage of wealth management, from creation and growth to preservation and succession planning. As an Appointed Representative of St. James's Place Wealth Management, we combine industry-leading expertise with a personal touch, ensuring our strategies adapt to your evolving needs. Our team of Chartered Financial Planners brings decades of collective experience, offering bespoke solutions for individuals and businesses.We prioritise client-centric service, evidenced by testimonials highlighting our ability to deliver results through diligent portfolio management and tax-efficient strategies. With a focus on education and clarity, we empower clients to make informed decisions about their financial future. Our structured processfrom initial consultation to ongoing reviewensures your plan remains aligned with your goals. Recognised for our work with high-profile clients, we maintain a commitment to ethical standards and professional excellence, regulated through our partnership with a Financial Conduct Authority-authorised entity.
Services
Wealth Creation
Wealth Management
Wealth Preservation
Wealth Succession
Financial Planning
Pension Management
Tax-Efficient Investments
Inheritance Planning
Trust Setup
Business Sale Proceeds
Highlights and features
- We offer personalised financial planning tailored to your unique goals
- Our team includes Chartered Financial Planners with extensive industry expertise
- We utilise a structured Wealth Circle approach to manage all stages of wealth
- We prioritise long-term relationships built on trust and transparency
- We provide tailored strategies for wealth creation, management, and succession
Associations and certifications
- Financial Conduct Authority
What people say
Personal, easy and utterly professional
High level of personal service
Delivered results from day one
Tailored solutions that fit my needs
Amazing at his work
Services
Wealth Creation
We help clients establish strong financial foundations through strategic investment planning and tax-efficient savings. Our approach focuses on aligning investment choices with individual risk profiles and long-term objectives. By combining market expertise with personal understanding, we create tailored strategies to grow wealth while maintaining flexibility for changing circumstances.
Wealth Management
Our comprehensive wealth management services optimise asset allocation and portfolio performance across market cycles. We develop customised strategies for pension management, business sale proceeds, and diversified investments. Through regular monitoring and rebalancing, we ensure your financial plan remains aligned with evolving goals and market conditions while maintaining tax efficiency.
Wealth Preservation
We specialise in safeguarding accumulated wealth through risk management strategies and capital preservation techniques. Our services include inheritance tax planning, trust structures, and estate protection strategies. By focusing on long-term value retention, we help clients protect their assets against market volatility and ensure wealth continuity across generations.
Wealth Succession
Our succession planning services ensure smooth wealth transfer to future generations through tax-efficient inheritance strategies. We help establish trusts, implement financial gifting strategies, and create comprehensive estate plans. While trusts fall outside FCA regulation, we provide clear guidance to help clients make informed decisions about their legacy planning options.
Financial Planning
We offer holistic financial planning covering all aspects of wealth management, from retirement planning to tax-efficient investing. Our four-stage process includes detailed consultation, custom plan creation, implementation support, and ongoing review. This structured approach ensures clients receive comprehensive guidance tailored to their unique financial circumstances and life goals.
People
Kevin Shaw
Chief Executive Officer and Chartered Financial Planner
Founder of Circle Wealth with over two decades of financial planning experience. Holds APFS certification and CII qualifications in pensions and investment. Specialises in creating tailored wealth strategies for high-net-worth individuals and business owners.
Matthew Parker
Director
Senior financial planning expert with extensive experience in wealth management solutions. Focuses on developing strategic partnerships with clients to deliver long-term financial success through comprehensive planning and investment strategies.
Biba Walker-Shaw
Chief Operating Officer
Oversees operational excellence and client service delivery. Brings strategic leadership to ensure efficient implementation of financial plans while maintaining the company's commitment to personalised service standards.
Tom Hall
Chartered Financial Planner
Specialises in complex financial planning cases, combining technical expertise with client-focused solutions. Helps clients navigate tax-efficient investment strategies and retirement planning options.
Nigel Harwood
Performance Director
Focuses on portfolio performance monitoring and investment strategy optimisation. Ensures clients' investments remain aligned with their financial objectives through regular analysis and market insights.
Questions
What financial planning services do you offer?
We provide comprehensive services covering wealth creation, management, preservation, and succession planning, including pension management, tax-efficient investments, and inheritance strategies.
How do you work with clients?
Our four-stage process includes initial consultation, custom plan creation, implementation support, and ongoing review to ensure your financial strategy evolves with your changing needs.
Are you regulated by financial authorities?
We operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
How can I schedule a consultation?
Contact us via phone at 01483 729122 during business hours or through our website contact form to arrange an initial consultation with our team.
What areas do you serve?
While based in Woking, Surrey, we provide financial planning services to clients throughout the United Kingdom with a focus on personalised remote advisory solutions.
Do you work with high-net-worth individuals?
Yes, we specialise in serving high-net-worth individuals, business owners, and professionals requiring sophisticated wealth management solutions tailored to their unique circumstances.
