Shawfield Wealth Management Ltd

Shawfield Wealth Management Ltd Trusted Financial Planner for Dentists, Business Owners & HNW professionals in England Together, we can make your wealth the asset it was always meant to be.

At Shawfield Wealth Management LTD, we provide a comprehensive range of financial services for business owners, High-net worth professionals, medical professionals (including dentists) and private individuals. We give you face-to-face, one-to-one guidance that matches your life goals. We keep it simple and avoid jargon! Our team offers a full range of wealth management advice and our areas of expe

rtise are:

• Retirement Planning
• Investment Planning
• Financial Life Planning
• Individual and Business Protection
• Inheritance Tax and tax advantaged solutions
• Mortgage

Your home may be repossessed if you do not keep up repayments on your mortgage. Shawfield Wealth Management LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 31/01/2026

Calling all business owners 📣 Ask yourself: “Where do I want my business to be by the end of 2026” 🫵 Define your desired...
13/01/2026

Calling all business owners 📣

Ask yourself: “Where do I want my business to be by the end of 2026”

🫵 Define your desired outcomes and plan how you’re going to get there – because clarity is the ultimate competitive advantage. Discover expert tips here:

Shawfield Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 7/1/2026

St. James's Place

Martin Brown, CEO of business growth advisory firm Elephants Child, shares his tips for business owners to successfully navigate 2026, especially those considering when and how they will exit their business.

🧐 With speculation mounting around the Autumn Budget, staying informed is key. Don't get caught up in the noise. Learn m...
17/10/2025

🧐 With speculation mounting around the Autumn Budget, staying informed is key. Don't get caught up in the noise. Learn more here:

St. James's Place

As Chancellor Rachel Reeves prepares to unveil her second Budget next month, there’s plenty of speculation about what could be announced. Yet experience shows us that making decisions based on unfounded rumours can often lead to unintended consequences.

Great to participate with Adam Henson of BBC’s Countryfile at The Worshipful Company of Woolmen Sheep Drive in the City ...
30/09/2025

Great to participate with Adam Henson of BBC’s Countryfile at The Worshipful Company of Woolmen Sheep Drive in the City of London on the 28th of September 2025, raising money for City charities 🐑

Many of us put our estate planning, and Inheritance Tax (IHT) in particular, on a back burner. However, last year’s Autu...
19/08/2025

Many of us put our estate planning, and Inheritance Tax (IHT) in particular, on a back burner. However, last year’s Autumn Budget initiated widescale changes in the treatment of pensions, and IHT liability.


Nobody likes talking about death, and many of us aren’t that keen to talk about money either. So, it’s not surprising that many of us put our estate planning, and IHT in particular, on a back burner. Last year’s Autumn Budget however initiated widescale changes in the treatment of pensions, an...

How to avoid inheritance tax traps: [Insert Partner Insights link]
07/08/2025

How to avoid inheritance tax traps: [Insert Partner Insights link]



According to the Office for National Statistics (ONS), based on an analysis of the data gathered during the 2021 census, an estimated 13.6% of boys and 19% of girls born in the UK in 2020 are expected to live to at least age 100.1 Longer lifespans mean people are inheriting later, and, crucially, th...

Curious about the impact of new US tariffs on global markets?Last week saw a market dip following the introduction of gl...
04/08/2025

Curious about the impact of new US tariffs on global markets?

Last week saw a market dip following the introduction of global tariffs by the US, as the 1 August deadline set by former President Trump came and went. While several nations had already reached agreements with the US, such as the UK, which now faces a 10% tariff on most exports, others are still navigating the fallout.

The EU recently struck its own deal, which would impose a 15% tariff on its goods, but the agreement remains controversial and awaits approval from all member states.

👉 Read the full article to understand how these developments could shape the global trade landscape.

The introduction of global tariffs by the US helped push markets lower last week, as Trump’s 1 August deadline passed on Friday.

Considering gifting money as part of your Inheritance Tax planning? If you're unfamiliar with the seven-year rule, here ...
30/05/2025

Considering gifting money as part of your Inheritance Tax planning? If you're unfamiliar with the seven-year rule, here are the key points you need to know:


Not all inheritances happen once you’ve died. Gifting larger sums of money to loved ones while you’re still alive is both a practical and tax-smart way to get money flowing between generations. Some people call this a ‘living inheritance,’ since they’re passing on money that would have bee...

"It was great to see Flowers in Fashion on the King's Road this week, celebrating the RHS Chelsea Flower Show. So many m...
22/05/2025

"It was great to see Flowers in Fashion on the King's Road this week, celebrating the RHS Chelsea Flower Show. So many more businesses are participating!

There are two key questions people tend to ask about retirement. “How much money do I need?“ and “Have I left it too lat...
21/05/2025

There are two key questions people tend to ask about retirement. “How much money do I need?“ and “Have I left it too late to start saving?”


Here's what you need to know:
https://www.shawfieldwealthmanagement.co.uk/article/detail/sjpp/when-do-i-need-to-start-saving-for-retirement.html

There are two key questions people tend to ask retirement. “How much money do I need?” and “Have I left it too late to start saving?”Both million dollar questions, but ones that many of us don’t seriously consider until we reach middle age. Our 2024 consumer survey carried out by Opinium o...

Time off shouldn’t disrupt your business. With the right setup, your whole team, including you, can take a break without...
15/05/2025

Time off shouldn’t disrupt your business. With the right setup, your whole team, including you, can take a break without slowing things down.

Discover how the right planning keeps things running:

One of the big challenges for small business owners, particularly in the start-up phase, is taking time off. Summer is coming and it’s really important you make time for your own break and create the conditions for everyone to enjoy some time off and come back refreshed. Chloe Carey HR Consultant ...

Starting a business is an exciting yet challenging journey. Whether you’re launching a tech startup, a retail store, or ...
07/03/2025

Starting a business is an exciting yet challenging journey. Whether you’re launching a tech startup, a retail store, or a consulting firm, success depends on careful planning and ex*****on. Knowing how to build a solid foundation for your new business is therefore key.

Here’s some tips:

Richard Murray, Chief Commercial Officer with Elephants Child regularly meets businesses of all shapes, sizes and at various stages of their journey, helping them to grow and develop. He also works closely with business owners on their exit plans. Here are his five top tips to help you build a solid...

Address

Salisbury House
London
EC2M5QQ

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5am
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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