0330 038 8942
Based in Shrewsbury
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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: 28 December 2025
Kate and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Kate has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 16 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: 14 September 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.
2
Qualifications Uploaded
Kate has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Kate
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kate (based on 5 first impressions)
Hello, I’m Kate, Director and Chartered Independent Financial Planner at Exhale Financial Planning. I help people like you gain control of their financial future without feeling overwhelmed. You’re smart, successful, and seriously busy. Whether you want to retire now or plan for the future, what you want are options, flexibility, and peace of mind that everything is going to be OK. And that's where I can help. My mission: to help people like you relax into financial confidence and breathe easy about money. Here’s what we’ll do together: ✔️ Understand exactly where you stand financially. No guesswork ✔️ Optimise your pensions, investments, and tax position. ✔️ Make smart decisions about bonuses, shares, and your mortgage. ✔️ Plan with confidence for your future, early retirement or lifestyle changes. ✔️ Protect your family and build a lasting legacy, without adding to your mental load. If this sounds like the financial support you've been missing, let's talk.