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Relax.
Breathe easy.
You're in safe hands.

Straight-talking financial planning for senior retail leaders. Eliminating financial stress, building confidence, and helping you enjoy more freedom in work and life.

Why Exhale?
you
Planning for
the future
Near
retirement
Retiring
now
Facing
redundancy

Working with senior retail leaders

About
Kate
About
Kate

Working hard for you.

Kate’s worked in retail just like you. So, she understands the long hours, constant pressure, and the lack of headspace for the future. She uses that experience to help you find financial clarity, peace of mind, and confidence to focus on what matters.

Reviews and Ratings for Financial adviser Kate Evans, Shrewsbury

Kate is highly skilled and highly rated.

Turning

goals

into

plans

you’ll

love.

Turning goals into plans you’ll love.

It’s easy to feel lost when you want more but aren’t sure how to get there. Kate’s your guide, creating a financial plan that brings clarity, confidence, and freedom so you can finally relax and breathe easy.

Why Exhale?
Read more
12 September 2025
Top 10 essentials all mid-senior level leaders working for large retailers need for a relaxed financial future

That’s why Exhale Financial Planning will actively plan for increased spending now, so you have the opportunity to create memories as well as prepare for the future.
Read more
12 September 2025
Facing redundancy: 10 essentials for mid-senior retail leaders

The conversations often start with stress, uncertainty, and “what-ifs.” But by breaking it down, we can create clarity.
Read more
17 September 2025
Why retail leaders can’t afford to ignore their pension beneficiary forms

In you work in retail, you’re used to change. Promotions come quickly, restructures happen overnight, and roles can shift with little warning.

Blog

No fluff, no filler, no jargon – just clear insights into what truly matters for your money and your life.

Browse our blogs

Is now the right time to chat?

Get in touch to arrange an introductory call with Kate. No pressure, sales pitch or charge. Just our chance to understand if we’re a good fit for each other.

01743 623410 Book appointment

    Exhale Financial Planning Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Exhale Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 1033397.

    Registered in England & Wales. Company number: 16374062. Registered Office: 34-35 Butcher Row, Shrewsbury, SY1 1UW.

    The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.

    The Financial Ombudsman Service is available to resolve individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    34-35 Butcher Row, Shrewsbury, Shropshire, SY1 1UW
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