Our Valuable Team Members
Richard BraidIndependent Financial Adviser
Richard joined the firm at the start of 2016 and brings with him over 22 years’ experience in the industry, the majority of this as an Independent Financial Adviser. Richard holds advanced qualifications in both Investment Management and Retirement Planning.
Tim joined the firm in 2007 having been in the financial services industry since 2002. Tim is responsible for supporting the Financial Advisers with research and technical support. Tim has attained the Diploma in Financial Planning, Certificate in Financial Planning, Diploma in Discretionary Investment Management and Certificate in Long Term Care.
Linda WarnerOffice Manager & Assistant to Julian Strauss
Linda has over 30 years’ experience within the financial industry. She spent 10 years with Allianz (formerly Cornhill Insurance) where she headed a life claims department at their head office. In 2000 she moved to a local IFA firm during which time she gained her Certificate in Mortgage Advice & Practice (CeMAP) qualification, going on to join Laithwaite Financial Services in January 2013.
Jane CoxonAdministrator/Paraplanner & Assistant to Andrew Laithwaite
Jane started her career in retail after graduating from Liverpool University. After various planning and marketing roles Jane took a career break to look after her children. Jane joined the company in 2009 and has since gained the Award in Financial Administration, Certificate in Investment Operations and Certificate in Financial Services, Cert CII (FS). Jane works closely with Andrew providing administration support in all areas.
Sharon MitchellAdministrator & Assistant to Phil Robinson
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 provided administrative support to Independent Financial Advisers and joined Laithwaites in 2006. In addition to the administration of private clients, Sharon also handles the administration of our corporate business.
Louise WhitmoreAdministrator & Assistant to Richard Braid
Having worked for Independent Financial Advisers for the best part of 20 years, Louise followed adviser (and former colleague) Richard Braid to Laithwaite Financial Services Ltd in February 2016 where she continues to provide investment and administrative support to Richard.
Maria PolitiAccounts Manager
Maria joined the firm in 2013, with a primary responsibility for managing our accounts and financial transactions. Maria has an Accounting Certificate and she has experience working as a Junior Accountant. Following this role she ran her own business for some time before going on to work as a manager for a Major US retailer.
Claire De La FontaineReceptionist / Administrator
Claire built her experience in financial administration and customer service in South Africa before coming to the UK in 2004. Following a career break to focus on her young family, she joined Laithwaites in November 2014. Her responsibilities include attending to reception duties, as well as providing support to the other Administrators.
Sophie has worked in the financial services industry since 2002 when she joined a financial services firm in Ripley as a part time secretary, eventually specialising in mortgage administration. In 2004 Sophie completed her Certificate for Financial Advisers (CeFA) and subsequently passed the Certificate in Mortgage Advice & Practice (CeMAP) bridge qualification. Now she looks after the accounting side of the business.
John HampCompliance Consultant
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 Laithwaite Financial Services Ltd.