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Shawis Shawis – Partner
I apply knowledge and integrity to educate my clients with solutions which help them plan for all of life’s circumstances, both expected and unexpected.
I believe that giving exceptional financial advice is a continuous process which is best done by building trust and understanding. Using my knowledge and experience, I work closely with my clients and help them develop a financial plan which focuses on what is most important to them.
The introductions I receive from existing clients, and the responsibility that comes with these referrals, are what motivates me and validates the quality of service and reliability that I deliver.
My main areas of advice are:
- Financial planning
- Investments and savings
- Pension planning and options at retirement
- Trust and estate planning
The value of your investment can go down as well as up and you may not get back the full amount invested.
The Financial Conduct Authority does not regulate taxation and trust advice.
Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.
- How I work
I am passionate about working closely with my clients and developing long term relationships. To achieve this, I use an initial two stage planning process. The first meeting involves me finding out more about you and your financial goals whilst the second meeting will be a presentation of my advice.
The initial meeting about you and your finances will be a far cry from anything traditional. I believe the best way for me to get to know you, is for us have a down to earth conversation so I can understand more about you, your values and your motivations. We can also discuss what events are in your future which you will need to plan for financially.
Getting to know you on a deeper level will assist me in constructing a financial plan that is moulded around your short, medium, and long-term needs.
- How I help my clients
I joined the industry in 2009 which coincidently has been a period in which market volatility, and historically low interest rates, have made it difficult for a client to assess where best to invest their money or existing funds.
I have concentrated my work in areas that my clients would need, such as financial planning, diversification, tax efficiency, growing capital and increasing net worth. I do this by working closely with my clients to identify their priorities, so that they can invest with peace of mind in risk appropriate portfolios.
- Bsc in Accounting and Financial Management
- DipFA in Financial Planning
- My team
I am supported by the exemplary administrative team at Foster Denovo, which is made up of Paraplanners, admin support and the compliance team. The team keep the cogs turning through the advice and submission process whilst efficiently managing the day to day running of my business, to allow me to focus on what I do best.
- About me
I have worked in the financial services industry for over 12 years. I have been lucky enough to come across a career which has suited my core principles and strengths.
Outside of the office I can be found on the golf course trying, and failing, to reduce my handicap. I also enjoy travelling around the world to watch live sports such as boxing and MMA.