0330 038 8942
Based in Shrewsbury
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, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Kate and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Kate and/or the firm they work for (or are appointed representatives of) are currently pending
41
Recent Client Reviews
Kate has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 41 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: 02 March 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)
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Kate and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Kate and/or the firm they work for (or are appointed representatives of) are currently pending
41
Recent Client Reviews
Kate has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Kate has received 41 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: 02 March 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 just like you gain control of their financial future without feeling overwhelmed. You’re are smart, successful, and seriously busy. But you’re not looking to retire tomorrow. Instead what you want is options, flexibility, and peace of mind that everything is heading in the right direction. 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.
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
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