Laithwaite Financial Services Ltd

Independent Financial Adviser  The Forge, Woking, Surrey, GU21 2LS
First meeting at adviser's own cost
A personal and professional service for pensions and investments.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Richard Braid
Independent Financial Adviser
MR Ian Crump
Independent Financial Adviser
MR Andrew Laithwaite
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

About us

We help people achieve a better financial future.

We offer investment, pension and protection advice to private individuals, and we advise businesses on corporate pensions and employee insurance schemes. Our team of fully qualified financial advisers is supported by paraplanners and an experienced team of administrators.

The company is authorised and regulated by the Financial Conduct Authority (FCA).

Our services

Laithwaite Financial Services specialises in pensions and investments, including pension switching and consolidation, pension sharing at divorce and general investment business.

Where to find us
Head office address: The Forge, 101 Robin Hood Road, Knaphill, Woking, GU21 2LS
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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