A different breed of financial adviser
Truly Independent
We have no sponsorship from asset managers and no affiliation with any networks, consolidators, or tied businesses. Instead, we consider the whole market and entire investment universe. So you know our advice is based on nothing other than what’s in your best interest. This is something we like to shout about.
Lathe and co
Institutional Research
Our investment research is provided by one of the largest full-time, independent research team in UK institutional consultancy. As a result, our clients benefit from robustly constructed, well diversified, and actively managed portfolios – which we ensure are well matched to their financial goals and attitude to risk.
Preferential Access
Because of our relationship with our research partner, our clients are able to access funds that are typically only available to large institutional investors – or access funds at a significantly reduced rate when compared to the open market.
Sustainable Investing
We know many people are increasingly conscious of the environmental and social consequences of their investments. That’s why for every portfolio we offer, we also construct a closely replicated equivalent, designed with an ESG tilt. While performance remains the primary objective, these robustly constructed portfolios weigh ethical considerations as a close second. We believe this is the best way to find a sustainable balance between profit and purpose.
Proudly Personal
We started Lathe & Co to offer something different, not someone different. Our founders have been advising many of their clients for more than a decade, supporting them through life's biggest financial decisions along the way.
We work with individuals, families, business owners and professionals who value independent advice, personal service and long-term relationships. By taking the time to understand the people behind the plans, we help our clients make informed decisions with confidence at every stage of life.
That commitment to putting people first is at the heart of everything we do.
Your Future, Now.
Your wealth, family, and aspirations all evolve over time. Your financial plan should too. That’s why we look beyond what you have today, creating adaptable plans designed for real life.
A Different Breed
Lathe & Co is proud to be truly independent.
Our combined experiences led us to believe this industry could do better. So here we are.
Try our Calculators
From investment projections to tax calculations – a little bit of planning goes a long way.
Listen to our Latest Podcast
Not The Stock Response: You say Tomato, I say Turnip?
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