Kate Shaw
Director and Chartered Financial Planner
Kate founded FLP in 2015. Her mission? To build a different type of business. To give clients a planning service that’s way beyond the transactional, and to help them navigate the hellscape that is the financial services industry.
Specialising in serving those who don't fit the mould of traditional financial planning, Kate's philosophy is clear: "Come as you are”. She's particularly passionate about helping Gen X women, a group she believes is often underserved by mainstream financial services.
When not at work, Kate is happiest in the mountains, either running or skiing. She lives her own version of her best life by spending 3 months each year living in and working from the French Alps.
Fun facts: Kate
Proud owner of El Floofo the Not-So-Brave, FLP’s #1 unofficial feline mascot
Makes unbelievably good bread
Thinks that running 50 miles in one go is perfectly normal
Rebecca Tuck
Operations Director
With over a decade of experience in financial planning practices, Rebecca ensures FLP runs like clockwork. She oversees client journeys, processes and technology, aiming to make everything as efficient and effective as possible.
A seasoned paraplanner at heart, she now applies her technical prowess to elevate FLP's operations. Her passion lies in problem-solving: dissecting complex scenarios and reassembling them into beautifully simple solutions, both for clients and the business.
When not working, she's planning her next cultural adventure. With an uncanny ability to attract interesting experiences and forge unexpected friendships, her travels never quite go to plan - and that's exactly how she likes it.