Shaz Bishop is a wealth manager at RBC Brewin Dolphin. With over 21 years of expertise in financial services, Shaz advises private clients on comprehensive wealth strategies, including tax-efficient investments, pension planning, inheritance tax mitigation, trusts, and international investments.
Her holistic approach empowers individuals and families to navigate complex financial landscapes with confidence.
Beyond her advisory role, Shaz is a dedicated advocate for financial literacy and women’s empowerment in wealth management.
As a mother to two young daughters, she champions diversity and inclusion in the industry, striving to create a future where equitable representation is the norm.
She’s passionate about educating underserved communities and breaking down barriers to financial access, ensuring the next generation inherits a more inclusive financial ecosystem.
We cover the following in our conversation:
02:22 Money origins story
03:24 Cash ISA changes explained
05:04 Women and investing shift
08:05 Retirement barriers for women
10:37 Choosing the right adviser
11:45 One size policy limits
13:50 Cashflow planning tool
15:18 Risk and advice framing
17:57 Reviews and life events
18:59 Family planning and pensions
22:37 Measuring success beyond markets
24:02 Industry gaps and wealth transfer
26:54 Closing
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