Katie White APFS

Chartered Financial Planner and Occupational Pension Specialist

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

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:

  • Personal tax and trust planning
  • Pension planning
  • Financial planning process.

Katie has been recognised in recent years at:

  • Women in Financial Advice Awards 2018 – Finalist
  • Financial Times Money Tax-Efficient Investing Planner of the Year for 2018 – Runner up
  • Financial Times Money Management SIPPs Planner of the Year for 2017 – Runner up.