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Katie White - APFS Certs CII (MP&ER)

Katie began her career in accountancy. She qualified as a Financial Adviser in 1997 and joined Hargreaves Lansdown in 2014. She continues to extend her knowledge by taking advanced qualifications and has achieved Chartered Financial Planning status.

FCA reference number: KHW00003

Katie White

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certs CII (MP & ER)

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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