Katie White

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

Katie also holds the coveted Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA), an endorsement of her skills and experience of working with, and understanding the needs of, older people and their families and carers.

To achieve Chartered status, Financial Planners must hold the Advanced Papers from the CII. Katie holds several.

Over the years Katie is both proud and delighted to have been recognised within various prestigious awards, including:

• 2022 Investment Week Women in Investment: Nominee
• 2022 Financial Reporter Women’s Recognition – Later Life Adviser of the Year: Winner
• 2022 Professional Adviser Women in Financial Advice – Financial Adviser of the Year (South-East): Finalist
• 2018 Professional Adviser Women in Financial Advice: Finalist
• 2018 Financial Times Money Tax-Efficient Investing Planner of the Year: Runner up
• 2017 Financial Times Money Management SIPPs Planner of the Year: Runner up

In my spare time I like to pound the pavements or chase a tennis ball around a court hoping to catch it on my racket from time to time.  Sport has ingrained in me the importance of goal-setting, time management, and the pursuit of improvement. Moreover, it’s taught me humility in victory and grace in defeat, I have learnt how to be very graceful!