Kate Shaw
Financial Life Planning Limited
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0292 053 8418
Based in Cardiff
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Kate has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kate has provided information on their typical fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Kate has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Kate has provided information on their typical fees
Kate has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27 years as an adviser has taught me that ultimately, most people just want to know if they're going to be financially secure. My high level of professional qualification, along with coaching skills, allow my clients to deal with the practical and emotional aspects of their financial lives. Bringing simplicity to complex situations helps my clients live the lives they want to be living without feeling anxious about their finances. I work with individuals and couples, particularly entrepreneurs - and pensions are my specialist subject, especially occupational pensions. When I'm not at work, I'm happiest in mountains, either running or skiing. I live my own version of my best life by spending 3 months each year living in and working from the French Alps.
Offers available through VouchedFor
Contact Kate through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kate's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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