Karly White

Karly White has worked in the financial services industry since 2010. Karly began their career at Barclays Wealth Management as a Private Client Investment Manager and then moved to Standard Life Wealth as a HNW Client Portfolio Manager in 2015. In 2016, they took on roles at HSBC Commercial Banking as a Commercial Manager and Gilson Gray LLP as a Financial Adviser. In 2017, they worked as an Investment & Business Transformation Consultant for Private and also took on a voluntary role as an Advisor To The Board for the Britannia Panopticon Music Hall. In 2018, they moved to Sanlam Private Wealth as a Regional Compliance Manager and is currently working at RiskSave Technologies as a Compliance Manager.

Karly White has completed certifications from the Chartered Insurance Institute and the Chartered Institute for Securities & Investment (The CISI). In November 2020, they obtained a Mortgage Advice certification from the Chartered Insurance Institute. Karly is currently pursuing an Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).