Senior Partner Practice of
St. James's Place Wealth Management
 

Kevin Shaw APFS, Chartered Financial Planner

Kevin started his financial services career in 2001. Holding a Senior Bank Manager position from the age of 19, Kevin has had experience in dealing with high net worth individuals from day one. Kevin quickly rose through the ranks becoming an Area Manager for a large retail bank. Having worked for three of the UK’s largest retail banks, Kevin set up Surrey Hills Wealth Management in 2010.

Qualified to Advanced Diploma, Kevin is a Chartered Financial Planner.

Kevin believes in forming long lasting personal relationships with his clients and thus expects relationships to last for decades. Kevin is also keen to support our local community.

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Matthew Parker DipPFS, Financial Planner

Matthew has been in the financial services industry since 2003, building experience in several roles spread across 3 large retail banks. Matthew’s previous role within Surrey Hills Wealth Management involved analysis and research as a Paraplanner on behalf of the Chartered Financial Planner. Matthew has lived in Woking since 2007.

As a Wealth Management Consultant Matthew feels it is vital to spend time really understanding a client’s goals, aims and objectives with regards to their finances. Through bespoke planning, research and client interaction, Matthew consistently exceeds client’s expectations and looks to manage his clients ever changing financial needs through the creation of long lasting relationships.

Matthew is currently studying to become a Chartered Financial Planner.



Rob Lye DipPFS, Financial Planner

Rob joined Surrey Hills Wealth Management in 2017 working in our Asset Review Team as a Paraplanner on behalf of the Chartered Financial Planner. Rob was appointed as a Wealth Management Consultant in 2018.

As a Wealth Management Consultant Rob believes it is vital to build lifelong relationships with clients as well as understanding their personal and professional objectives, before expert financial advice can be given. Rob is currently studying towards his Chartered Financial Planner status.

Rob is a former Royal Marine who likes to do endurance sports in his spare time having completed the Marathon Des Sables, an Ironman, and several marathons.



Emma Wright, Assistant Financial Planner

Emma has over ten years of experience in the financial services industry beginning her career in Regulatory Consulting with Deloitte and Touche and undertaking Compliance, Internal Audit and Client Relationship Management roles within Investment Management at Aviva and Wealth Management at Merrill Lynch.

Emma joined Surrey Hills Wealth Management in 2017 and joined our asset review team working as a paraplanner. In 2018 Emma was appointed as an Assistant Financial Planner and works alongside Kevin Shaw, Chartered Financial Planner. Emma is currently studying for the Diploma in Regulated Financial Planning.



Biba Walker-Shaw, Operations Director

Biba started her career in the specialist area of Aerial Mast Rigging recruitment where she was an Account Director in charge of the UK recruitment and managed UK wide accounts. She moved into commercial building recruitment in 2009 where she was in charge of the Surrey region for a Global Recruitment company.

Biba joined Surrey Hills Wealth Management in 2010. She deals with Business Strategy and works with third party providers to ensure our clients receive outstanding service and tailored communications. Biba also provides support with the seminar programme.



Thomas Dawkes DipFA, Paraplanner

Thomas joined the practice in 2015 and is a fully qualified Financial Adviser, he obtained Mathematics with Business Management BSc from Birmingham University.



Alex Smart, Business Development Manager

Alex Smart joined our Practice in 2015 after spending the past 15 years working in a senior management position for one of the UK’s largest book distributors. He has a wealth of experience in dealing with both corporate and high net worth clients and manages our client acquisition and marketing strategy. Although Alex doesn’t offer financial advice himself he does have relationship management responsibilities for some of our key introducers and professional relationships.



Angela Hammond, Executive Assistant

Angela is involved with all client-facing tasks within the office, supporting Kevin with diary management and client communications. She is responsible for day to day administration, investment processing and the running of the office to ensure that Kevin can spend as much time as possible with his clients. Angela has 20 years’ experience working within client-orientated roles and has been with Surrey Hills Wealth Management since April 2017.



Freya Parker Smith, Administrator

Freya provides support to our Financial Planners with diary management, business processing, office administration and client communications. Freya has been with Surrey Hills Wealth Management since February 2018.

Freya has 7 years’ experience working within client-oriented roles.