Katie Helen White

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Attivo Financial Limited

    FRN 497130

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 15 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 15 Feb 2022)
  • Attivo Financial Services Limited

    FRN 462105

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 2 Sep 2019)
  • Attivo Financial Planning Limited

    FRN 451967

    • Employed By (since 2 Sep 2019)
  • Hargreaves Lansdown Advisory Services Limited (no longer approved here)

    FRN 189627

    • CF30 Customer (2 Jun 2014 to 31 Jul 2019)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (9 Sep 2013 to 30 May 2014)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (7 May 2013 to 9 Sep 2013)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (13 Dec 2010 to 1 May 2013)
  • Zurich Assurance Ltd (no longer approved here)

    FRN 147672

    • CF21 Investment Adviser (1 Dec 2001 to 1 Dec 2001)

Recent activity

Updates to this individual's record on the FCA register.

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