Attivo Financial Planners
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Katie White

Experienced, knowledgeable
and incredibly resourceful

Katie is a Chartered Financial Planner and an Occupational Pension Specialist. She has worked in Financial Services since 1997 and joined Attivo in 2019. Katie is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Katie also holds Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA), an endorsement of her skills and experience of working with, and understanding the needs of, older people and their families and carers.

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VouchedFor

Technical Excellence

All Financial Planners require a Diploma in Financial Planning to provide advice. Katie holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Katie holds the following Advanced Financial Planning Papers:

Financial planning: Katie builds long-term strategies that align goals, resources, and lifestyle priorities.

Pension planning: She designs retirement solutions that balance security, flexibility, and tax efficiency.

Taxation and trusts: She structures wealth to protect assets, reduce tax exposure, and support succession.

Investment planning and Business financial planning: She develops portfolios that match objectives, risk tolerance, and time horizons.

Katie has been recognised in recent years at:

  • Finalist in the Financial Reporter Women’s Recognition Awards – Later Life Adviser of the Year 2024

  • Investment Week Women in Investment Awards 2022 – Nominee

  • Financial Reporter Women’s Recognition Awards 2022 – Later Life Adviser of the Year – Winner

  • Professional Adviser Women in Financial Advice Awards 2022 – Financial Adviser of the Year (South East) – Finalist

  • Professional Adviser Women in Financial Advice Awards 2018 – Finalist

Katie also holds Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA), an endorsement of her skills and experience of working with, and understanding the needs of, older people and their families and carers.

Let’s have a conversation

Let’s chat →