Kate Shaw

Kate Shaw

Financial Life Planning Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0292 053 8418
Based in Cardiff
View location

Top Rated 2025
Verified since: June, 2024

5 out of 5

19 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 March 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

    Verified reviews: 100%

    Kate has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

    Last checked: 19 March 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

    Verified reviews: 100%

    Kate has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

Savings

Clients' level of financial expertise

Reviews of Kate

Are you a client of Kate? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.