New Adviser Launches in Gloucester with “Financial Fitness” Sessions

Gloucestershire

 Smash Your Financial Goals in the New Year

New Adviser Launches in Gloucester with “Financial Fitness” Sessions 

As people set health goals for January, Gloucester-based financial planner Andrew Shaw is
inviting them to get financially fit too. He has launched Shaw Financial Planning, offering practical advice that helps people build clarity and confidence about their money.

As a Fellow of the Personal Finance Society and Chartered Financial Planner, Andy brings with him over twenty years’ experience in the industry and a clear mission to make financial planning feel simple and supportive rather than overwhelming.

“I have always been passionate about taking the complexity out of finance,” Andy says. “Too
often, people react emotionally to short-term market changes and end up making decisions
that undermine their long-term goals. Financial fitness is about steady habits and a clear
plan you can stick to.”

Shaw Financial Planning combines technical expertise with a down-to-earth approach and is
backed by the strength and stability of St. James’s Place.

Financial wellbeing matters as much as physical health

With the New Year approaching, Andy is encouraging people across Gloucestershire to give
their finances the same attention they give to diet and exercise.

“January is a natural time to start fresh. But money is something many people avoid talking about because it feels uncomfortable or complicated. It ends up at the bottom of the to-do list,” he explains.

He believes that financial wellbeing and physical wellbeing often go hand in hand. When
people feel more secure about their finances, stress falls, sleep improves and day-to-day
decisions become clearer.

“People are quick to join a gym or start a new routine, yet they are often slower to look after
their financial health. Both matter for long-term wellbeing.”

Money worries are common, whether it is saving for the future, protecting family or feeling
unsure about everyday decisions.

“Once people start talking, there is often a real sense of relief,” Andy says. “My aim is to help
people feel confident about where they are today and supported in building the future they
want. Financial planning should feel positive and empowering.”

A plan that evolves with your life

Shaw Financial Planning offers no obligation financial reviews for anyone wanting a confidential conversation about their situation. The focus is on goals-based planning, taking time to understand client’s priorities and aspirations before discussing products or solutions.


“Often people don’t know where to start. I take time to understand what matters to them
now and where they want to be in the future. Only then do we start shaping the financial plan.”

Andy emphasises that this is a long-term relationship.

“My business is not transactional. It is about being there every step of the way and adapting a client’s plan as life changes. Everyone can take positive steps with their finances today, but it’s important to not put it off.”

For more information or to book a financial review, please contact Andrew Shaw on andrew.shaw@sjpp.co.uk.

 

More details about New Adviser Launches in Gloucester with “Financial Fitness” Sessions (External Link)

 

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