Kate Shaw: Independent Financial Adviser

Financial Planning Solutions

 029 2021 8888

www.flpsolutions.com

Kate has been a Financial Adviser for 21 years. She provides specialist, bespoke solutions for individuals and companies. These include helping clients gain financial independence, retirement planning, wealth planning, investment advice, protecting a business and buying a home.

Kate started her career as a Financial Planner with City Financial Partners Ltd. She was a Partner at Apex Mortgage Services for 9 years and also ran a property relocation business before becoming an Independent Financial Adviser.

Kate is married to Nick and has an 18 year old son, Joe. She is a volunteer counsellor for Childline, a long distance runner and a keen skier.

Qualifications:

Diploma in Financial Planning (Dip PFS)

Certificate in Mortgage Advice (Cert CII (MP)

Member of the Chartered Institute of Insurers

Member of the Personal Finance Society

BSc (Hons) Psychology & Biology