Why we do what we do

We have many years experience in financial services and providing expert advice in Wills and all aspects of estate planning.   But that's not why we love doing what we do.   Several years ago, Robert Shaw was diagnosed out of the blue with a primary brain tumour.  This was a real shock, however, it was a real wake up call to get his own affairs in order as the future suddenly became very uncertain.  Then in 2020 he was also diagnosed with Prostate cancer, just before we were all hit by the first lockdown, proving that we really don't know what's ahead of us.   Just by re-writing his will and setting Lasting Power's of Attorney's in place he was now confident that should the worse happen, everything would be taken care of.  Now as we progress into 2021 and into yet another lockdown, Robert was diagnosed with a small amount of skin cancer.   By sharing our story, we have been able to help so many others by providing Wills etc., so they can rest assured that their loved ones are provided for when the time comes.

Carol Shaw

This is Carol Shaw, she heads up the Administration function of the organisation. Carol has over sixteen 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 over 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 of Attorney's and all things property related 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 often participates in rowing & cycling events to raise much needed funds for Help Harry Help Others Cancer Charity and 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.   

 Outside of the office CJ is heavily involved in the bringing up of her grandchildren and 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 extended family.

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

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