Kate Shaw: Independent Financial Adviser

Financial Planning Solutions

 029 2021 8888


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.


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