Katie White

Profile Summary

Katie is a Chartered Financial Planner and an Occupational Pension Specialist with over 25 years of experience in financial services. She joined Attivo in 2019 and is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). Katie also holds Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA), reflecting her expertise in working with older clients and their families, ensuring their financial needs are fully understood and met. To achieve Chartered status, Katie completed Advanced Financial Planning Papers in: Personal Tax and Trust Planning Pension Planning Financial Planning Process Her professional excellence has been recognised through multiple awards and nominations, including: Investment Week Women in Investment Awards 2022 – Nominee Financial Reporter Women’s Recognition Awards 2022 – Later Life Adviser of the Year (Winner) Professional Adviser Women in Financial Advice Awards 2022 – Financial Adviser of the Year (South East, Finalist) Financial Times Money Tax-Efficient Investing Planner of the Year 2018 – Runner Up Financial Times Money Management SIPPs Planner of the Year 2017 – Runner Up Katie is committed to delivering expert, tailored financial advice that helps her clients achieve long-term security and peace of mind, particularly in later-life planning and occupational pensions.

Investment & Financial Services Offered

Who Katie White Works With

Katie works with clients who are looking for highly personalised, expert financial advice, particularly in later-life planning and pensions. Her typical clients include: Older clients and retirees – Individuals seeking guidance on income planning, pensions, and wealth preservation in later life. Families and carers – Those who want to ensure financial security and continuity for their loved ones. Professionals and business owners – Clients looking for occupational pension advice, tax-efficient strategies, and long-term financial planning. Clients seeking clarity and confidence – Individuals who want complex financial matters explained clearly, with practical, tailored solutions. Katie’s clients value her extensive experience, Chartered status, and specialist knowledge in pensions and later-life planning, ensuring that advice is both professional and personally relevant.

Investment Philosophy & Approach

Katie’s investment philosophy is centred on personalised, long-term strategies that reflect each client’s goals, risk tolerance, and financial circumstances. She believes that successful financial planning combines careful investment selection, disciplined risk management, and regular review to ensure that strategies remain aligned with changing needs. Her approach is holistic, integrating pension planning, later-life considerations, tax efficiency, and wealth preservation. Katie prioritises clear communication, translating complex financial concepts into practical, understandable advice so clients can make confident decisions. Katie also emphasises the importance of ongoing monitoring and review, adjusting portfolios and financial strategies as client circumstances or market conditions change. Her ultimate aim is to provide clients with peace of mind, security, and the confidence to enjoy later life without financial worry.

Fees & Charging Structure

Katie’s fees are tailored to each client’s individual lifestyle and financial planning needs. For a precise estimate, it’s best to contact her to discuss your circumstances and the areas of advice you require. General guidance on fees: Introductory Meeting – Your first meeting with Katie and Attivo is free of charge. This session is designed to introduce you to Attivo and determine if there is a suitable basis to proceed. Discovery Meeting – During this meeting, Katie will discuss your needs and objectives to design your bespoke Lifestyle Financial Plan. The cost of producing the plan starts from £2,000, with the final amount depending on factors such as complexity, level of work, risk, and accountability. Establishment Meeting – At this stage, recommendations from your Lifestyle Financial Plan are implemented, including liaising with relevant third parties. This service usually costs 1% to 2% of the asset values being advised on. Ongoing Service – To ensure your Lifestyle Financial Plan remains up to date and optimised, ongoing advice is provided at a standard rate of 1% of the asset values being advised on. All fees and charges are agreed with you upfront and applied only with your consent. Payment can be facilitated in several ways, including deduction directly from the assets under advice.

Frequently Asked Questions