Associate Director, Alex Shaw, discusses the importance of being emotionally invested in your clients, and talks about the rewarding impact a good relationship with a client can make.
Meet the expert
Alex Shaw
Associate Director, Wealth
Alex joined the company that would become Progeny in August 2008. Prior to joining, he spent a successful eight years in advisory and technical roles with Barclays and Aegon.
He is comfortable covering all aspects of financial advice and has a portfolio of clients based both across Yorkshire and the UK. His particular areas of expertise are advising on wealth management, retirement planning and Inheritance Tax mitigation.
Alex lives in the Pennines with his partner who is a Chartered Physiotherapist. Together, they have two children, who happily keep his home life anything but quiet. He is a former semi-professional rugby union player for Huddersfield RUFC, a keen runner, and an avid sports fan.
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