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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Katie White - DipPFS

Katie started her career in accountancy gaining a BTEC in Business & Finance. She qualified as an adviser in 1997 and joined Hargreaves Lansdown in 2014. She has continued to extend her knowledge and skills by taking advanced financial planning qualifications and is currently studying towards Chartered Financial Planning status.

FCA reference number: KHW00003

Katie White

Qualifications

  • Diploma in Financial Planning
  • 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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0117 311 3256

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