Katie White, Independent Financial Adviser
Katie has been part of the Investment Management department since 2002.
Katie became a qualified advisor in 1997 and since then has completed many specialist exams in Mortgage Advice, Equity Release & Reversion Schemes, Investment Planning and Long Term Care. She is currently taking advanced exams in Taxation and Trusts, which will award her a Diploma in Financial services.
Katie provides clients with her experience and in depth knowledge on all their financial planning needs and prides herself on offering an outstanding service at all times.