Independent Financial Adviser
CurrentProviding impartial, holistic financial planning for people from all walks of life, putting the client at the centre of the proposition.
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@contractorfinancials.com
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1 phone found area 797
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Richard Braid is listed as Independent Financial Adviser at Laithwaite Financial Services Ltd, a with 7 employees, based in Greater Guildford Area, United Kingdom. AeroLeads shows a work email signal at contractorfinancials.com, phone signal with area code 797, and a matched LinkedIn profile for Richard Braid.
Richard Braid previously worked as Independent Financial Adviser at Contractor Financials and Client Relationship Management at Inscape Investments. Richard Braid holds Bachelor'S Degree, Ancient History from Nottingham University.
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AeroLeads found 1 current-domain work email signal for Richard Braid. Compare company email patterns before reaching out.
As an Independent Financial Adviser for Laithwaite Financial Services providing advice for individuals and corporates to deliver solutions to best meet their needs now, and on an on-going basis.
Listed skills include Wealth Management, Investments, Finance, Financial Advisory, and 22 others.
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Woking
Providing impartial, holistic financial planning for people from all walks of life, putting the client at the centre of the proposition.
Surrey
Diploma qualified IFA who also holds the Investment Management Certificate and AF3.Specialise in retirement planning, as well as protection and savings/investments. Successfully delivering advice to individuals, and small companies on their financial needs and forming long-term relationships with my clients. Team leader, and supervisory experience for protection and investment advisers over the last year, with external sign-off as a competent supervisor.
Guildford, United Kingdom
Wealth Manager with high net worth and other 'asset rich' clients. Also forming close relations with branch staff at the sister bank branches of Abbey (now Santander)
London, United Kingdom
Joined the Hanover Square branch following the merger with N&P (see below). Took on a more general advisory role in all area of finances, including mortgages.A successful career here then led me to specialise in Investment management with their wealth management arm Inscape Investments
London, United Kingdom
Growing relationships with clients and across the Baker Street, Park Lane and Victoria branches as well as supporting the compliance function for a branch manager. Stayed until the merger with Abbey.
Other employees you can reach at laithwaiteifa.co.uk. View company contacts for 7 employees →
Andrew Laithwaite
Colleague at Laithwaite Financial Services LtdGreater Guildford Area, United Kingdom
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JC
Jane Coxon
Colleague at Laithwaite Financial Services LtdWoking, England, United Kingdom
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JE
James Eager Dippfs
Colleague at Laithwaite Financial Services LtdWoking, England, United Kingdom
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Quick answers generated from the profile data available on this page.
Richard Braid works for Laithwaite Financial Services Ltd.
Richard Braid is listed as Independent Financial Adviser at Laithwaite Financial Services Ltd.
AeroLeads has found 1 work email signal at @contractorfinancials.com for Richard Braid at Laithwaite Financial Services Ltd.
AeroLeads has found 1 phone signal(s) with area code 797 for Richard Braid at Laithwaite Financial Services Ltd.
Richard Braid is based in Greater Guildford Area, United Kingdom while working with Laithwaite Financial Services Ltd.
Richard Braid has worked for Laithwaite Financial Services Ltd, Contractor Financials, Inscape Investments, Abbey, and National And Provincial Building Society.
Richard Braid's colleagues at Laithwaite Financial Services Ltd include Andrew Laithwaite, Jane Coxon, and James Eager Dippfs.
You can use AeroLeads to view verified contact signals for Richard Braid at Laithwaite Financial Services Ltd, including work email, phone, and LinkedIn data when available.
Richard Braid holds Bachelor'S Degree, Ancient History from Nottingham University.
Richard Braid is listed with skills including Wealth Management, Investments, Finance, Financial Advisory, Retirement Planning, Pensions, Retirement, and Protection.
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