FPFS
Hannah is a Chartered Financial Planner. She has worked in Financial Services since 2013 and joined Attivo in 2023.
Hannah is a member of the London Institute of Banking & Finance (LIBF) and the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). She holds the Diploma in Financial Advice through LIBF and the Diploma in Regulated Financial Planning through the CII, and is a Fellow of the Personal Finance Society. Hannah is also qualified in long-term care planning, protection, equity release and mortgage advice.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Hannah holds Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Hannah holds the following Advanced Financial Planning Papers:
Financial planning: Hannah creates long-term financial strategies that align personal goals, lifestyle priorities, and future financial security.
Pension Planning: She designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: She structures wealth to support tax efficiency, estate planning, and the effective transfer of assets between generations.
Investment Planning and Business Financial Planning: She develops portfolios that match objectives, risk tolerance, and time horizons.
