Shane Stodd — Financial Advisor in Leicester
About Shane Stodd
Shane Stodd is a Wealth Management Consultant at Mattioli Woods, where his work focuses on family, estate and legacy planning. He encourages families to think carefully about what they want to leave behind and how structuring their affairs can make that possible — taking the time to understand each client's full picture before making any recommendations. His route into financial advice was an unconventional one, beginning with a degree in mechanical engineering at De Montfort University. It's not the obvious path, but it gave him a way of thinking about problems he has never lost: a focus on precision, on understanding how things work, and on knowing which tool to use for which job. Before joining Mattioli Woods in 2023, Shane spent years in retail banking, where he became the go-to person for the most sensitive situations — financial crime, bereavements and powers of attorney. Sitting with families during some of the hardest moments of their lives taught him something no qualification could: that financial planning is deeply human, and that while the numbers matter, the people behind them matter more. Shane is passionate about financial wellbeing and the idea that money isn't a goal in itself but a tool — one that, used well, brings peace of mind and lasting security for families. His style is warm, careful and unhurried, because he believes trust is something that can only be built over time. The moments that mean most to him are the ones where a client realises a future they weren't sure was possible — such as the client uncertain whether he could afford to retire at 57, who discovered he could not only retire comfortably but draw more income to spend on the things and people he loved. Outside of work, Shane is working towards his private pilot's licence, and most Saturday mornings can be found at East Midlands Airport, followed by simulator time at home. Learning to navigate the skies, he says, has only deepened his belief that knowing where you're headed makes all the difference. He is also a keen musician and plays gigs with a local band.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
Qualifications
Shane holds a BEng in Mechanical Engineering from De Montfort University. He developed his financial planning expertise — spanning retirement planning, investment solutions and tax mitigation strategies — at Mattioli Woods, having joined as a Trainee Consultant in 2023 before becoming a Wealth Management Consultant, drawing also on his earlier background in consumer banking.
Fees
Shane offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Shane Stodd is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Shane Stodd a regulated financial advisor?
Yes. Shane Stodd is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Shane Stodd offer?
Shane Stodd offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Shane Stodd based?
Shane Stodd is a financial advisor based in Leicester, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Shane Stodd charge for financial advice?
Shane offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Shane Stodd hold?
Shane holds a BEng in Mechanical Engineering from De Montfort University. He developed his financial planning expertise — spanning retirement planning, investment solutions and tax mitigation strategies — at Mattioli Woods, having joined as a Trainee Consultant in 2023 before becoming a Wealth Management Consultant, drawing also on his earlier background in consumer banking.
How do I book a meeting with Shane Stodd?
You can book a free initial consultation with Shane Stodd directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.