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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. Her excellent work 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).

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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