0208 166 8476
Based in St-James's
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Katie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 May 2025
Katie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Katie has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Katie has provided information on their typical fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Katie
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Katie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 May 2025
Katie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
25
Recent Client Reviews
Katie has received 25 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katie has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Katie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Katie has provided information on their typical fees
Katie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Katie
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 3 first impressions)
Katie is a Chartered Financial Planner and an Occupational Pension Specialist. She has worked in Financial Services since 1997 and joined Attivo in 2019. Katie 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), 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 Advanced Papers from the CII. Katie holds the following Advanced Financial Planning Papers: - Personal tax and trust planning - Pension planning - Financial planning process. Katie has been recognised in recent years at: - 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 - Professional Adviser Women in Financial Advice Awards 2018 – 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
Offers available through VouchedFor
Contact Katie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Katie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
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