Independent Financial Advice on Pensions Investments Protection & Estate Planning & Inheritance Tax Woking Surrey

Our People

Andrew Laithwaite (Independent Financial Adviser & Managing Director)

Andrew is the Managing Director and oversees the day to day management of the firm.  Prior to setting up Laithwaite Financial Services Ltd, Andrew was the Manager of the Financial Services Department for Robbins Olivey Solicitors. Prior to that he was employed by Sun Life as a financial adviser and has over 20 years' experience in dispensing financial advice. Andrew is authorised by the FSA to provide financial advice in the following areas:- Investments, Pensions and Protection.

Specialist areas include Investments and the pension transfer market. 

 

Carol McFadden (Mortgage Adviser)

Having worked as a self employed mortgage adviser for several years, Carol McFadden set up MortgageBox in January 2003 to offer independent mortgage advice and associated products and services.  Carol has now joined the Laithwaites team to form MortgageBox at Laithwaites, enabling clients access to a further range of financial services products.  With more than 20 years experience in the mortgage industry, including working as a mortgage underwriter, Carol is authorised by the FSA to offer advice on all types of regulated mortgage contract (including lifetime mortgages) and non-investment general insurance products.  In addition, Carol has considerable experience in the "Buy to Let" mortgage sector.

 

Julian Strauss (Chartered Financial Planner)

Julian joined the firm in the middle of 2008 following a successful career in Bancassurance and deals predominently with the firm's investment clients, advising on Individual Savings Accounts, Unit Trusts and Investment Bonds.  Julian also has considerable experience in the Personal Pension market.

 

Phil Robinson (Chartered Financial Planner)

Philip is a Chartered Financial Planner with over 25 years' experience in financial services, having worked for both a National Firm of Financial Advisers and Standard Life. Philip is authorised by the FSA to provide advice in a number of areas including Investments, Life Insurance and Pensions and is the firm’s Corporate Specialist, providing guidance to companies in the Employee Benefits arena. Philip has extensive experience in Retirement Planning, which includes Annuities (Traditional, With Profits and Investment Linked), Income Drawdown and Self Invested Personal Pensions.

 

Tim Framp (Paraplanner)

Tim has been working within the financial services industry since 2002 primarily for asset management firms locally and within the City. Since joining Laithwaites in the newly created role of Paraplanner in 2007, Tim provides research support to the Advisers and Financial Planners.

 

Sophie Day (Morgage Administrator)

Sophie has worked in the financial services industry since 2002 when she joined a small financial services company in Ripley as a part time secretary. She then gradually took on more responsibility and specialised in mortgage administration. In March 2004 Sophie completed her Certificate for Financial Advisers (CeFA) and in October 2004 passed CeMAP Bridge, which qualified her to give mortgage advice. Sophie has since worked with Carol McFadden.

 

Sharon Mitchell (Administrator)

Sharon has worked in the financial services industry since 1984. She spent 13 years working in the head office of Crown Financial Management and since 1997 has been providing administrative support to Independent Financial Advisers.

 

Ben Santos (Administrator)

Ben joined Laithwaites in September 2008. Having previously completed a period of work experience with us, Ben has since acheived an upper second class degree in Economics from The University of Sheffield.

 

John Hamp (Compliance Officer)

After a long career working as the Compliance Officer for a number of large IFA firms in the South, John now provides Compliance support to Laithwaites.