Experienced, knowledgeable
and incredibly resourceful
Nadine is an Associate Director and Chartered Financial Planner. She has worked in Financial Services for over 30 years and joined Attivo in 2024. Nadine is a Fellow of the Personal Finance Society (PFS) and has been listed in VouchedFor’s Top Rated Financial Adviser Guide for four years running.
Nadine is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII) and an associate member of the Society of Later Life Advisers.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Nadine holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Nadine holds the following Advanced Financial Planning Papers:
Financial planning: Nadine 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.
