Our Experience

Our team have lots of experience in all things financial.  We have been working in financial services for over 35 years and have gained an immense amount of knowledge as well as having built up really strong working relationships with all the UK's major lenders, and quite a few smaller ones along the way. We have a great deal of experience in providing you with a Will that meets your exact requirements. We also have expert knowledge when dealing with your Lasting Powers of Attorney, Property Ownership Transfers and implementing Tenants in Common or Property Transfers.  We are also able to help families when a loved one is lost by way of providing valuable Probate services.

Carol Shaw

This is Carol Shaw, she heads up the Administration function of the organisation. Carol has over fourteen 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 Tumours Wife) and has recently participated in the BBC's A Matter of Life and Debt as a debt advisor.

Robert Shaw

Robert Shaw has worked in the financial services industry for around 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's of Attorney 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 is currently training to participate in a rowing event to raise much needed funds for The Brain Tumour Charity, of which he is an ambassador.

Carol Jackson

Carol Jackson (also known as CJ) is our fantastic admin support. CJ oversees the processing of all cases, liaising with the Office of Public Guardian, Land Registry and many other governing bodies along with many other administration tasks. CJ is an expert in the processing and implementation of LPA's, applying for Probate and pretty much runs all our cases.   

Out of the office, CJ works voluntarily at our local church in Solihull (Renewal Christian Centre) as a Senior Steward.  CJ is also involved with the charity Bridges for Peace which requires her to travel to Israel regularly.  She also enjoys the great outdoors and travelling as well as spending time with her family.

Robert Shaw & Company - 179-181 Church Road, Yardley, Birmingham B25 8UR
Tel: 0333 240 0851 (local call rate)
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