Kate Shaw

Kate Shaw

Financial Life Planning Limited

Minimum savings/pensions: Any amount

0292 053 8418
Based in Cardiff
View location
Top Rated 2026
Verified since: June, 2024
5 out of 5

38 reviews

WHY CLIENTS CHOOSE KATE

Kate Shaw is praised for her thorough, reassuring approach to financial advice, particularly in pensions and investments. Clients highlight her clear explanations and proactive planning, which have helped them navigate complex financial decisions, such as pension transfers and retirement planning. Many clients, including those facing life changes like divorce or redundancy, appreciate her ongoing support and personalised advice. A long-standing client relationship underscores her commitment and reliability.
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PINNED REVIEWS
"While Kate exudes competence and expertise, she's far from my stereotype of a financial adviser. She's a real person who loves mountains (as I do, but that's not obligatory). Working with her has been a pleasure rather than a chore. She's sorted out my investments and arranged for a professional colleague to draft my will. And even including her charges, in total I am paying less management costs than before."
by a verified client in London - a month ago
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"Kate is a brilliant financial advisor, she has a very special set of skills in that she considers not only your financial position now and in the future but also what money means to you. She has been instrumental in changing the way I view money and my approach to my finances, plus she has helped me clarify what I want from my financial future and put things in place now now to achieve what I want in ten or twenty years from this point."
by a verified client in Lancashire - 2 years ago
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KATE CAN HELP YOU WITH
Checking if I’m on track for retirementChoosing drawdown or annuityCreating income in retirementShow more

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 August 2026

    Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Kate has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 August 2026

    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

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with Kate

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 3 first impressions)

About

I’m Kate, a Chartered Financial Planner, and I help people feel calmer and more confident about their finances. Many of my clients come to me feeling unsure or overwhelmed, often worried about making the wrong decisions. They tell me they value having someone who listens, explains things clearly, and gives them the time and space they need, with no pressure and no rush. I set up Financial Life Planning so I could work in a way that’s genuinely personal. We start by understanding you - your situation, your concerns and what really matters to you - and then build a clear, practical financial plan around your life. I work on a transparent, fixed-fee basis, so you always know what you’re paying and what you’re getting. Once your plan is in place, I stay alongside you long-term, reviewing things regularly and adapting as life changes. Clients often say they value the reassurance of knowing they have someone they trust to guide them over many years. I work with people at different stages of life and with a wide range of assets. What matters most isn’t how much money you have, but whether you want thoughtful advice, clear explanations and peace of mind about the future. Outside work, I spend as much time as I can outdoors - running, skiing and being in the mountains, which keeps me grounded and reminds me that money is there to support a good life, not dominate it

KATE CAN HELP YOU WITH

Checking if I’m on track for retirementChoosing drawdown or annuityCreating income in retirementFeeling stressed or anxious about moneyHandling insurance or pension death benefitsLeaving a meaningful legacyMaking confident decisions aloneMaking my pension lastManaging a major life changeManaging an inheritanceManaging money after the death of a partnerPlanning for long‑term carePlanning retirement in the next 5–10 yearsPreparing for uncertaintyReducing inheritance taxSimplifying finances later in life