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
Our investment research is provided by the largest full-time, independent research team in UK institutional consultancy. With £600bn of assets under advice – the size and scale of their research dwarfs that which is typically available to retail investors. 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.
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. You will find very few financial advisers who can offer the same.
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.
We started Lathe & Co to offer something different, not someone different. Our founding partners have been advising most of our clients for more than a decade – but because we’re in our thirties, there’s a good chance we’ll still be advising them when they’re ready to retire. This youthful energy – tempered with the guidance of our non-executive leadership – is at the core of our forward-thinking culture.
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
Today, few financial advisers can claim to be truly independent. Lathe & Co is proud to be one of the few who can.
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.
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Not The Stock Response: You say Tomato, I say Turnip?
“I have been advised by Alistair Fullerton for a few years now. At all times I have appreciated his professionalism and proactive help. Most of all, I have valued his ability to set out options and advice in clear and comprehensible terms. I would be more than happy to recommend him.”John Rooley, CEO, Insurance Broking Firm
“I have had Tom as a Financial Adviser for several years. In that time Tom has brought order to my financial planning by setting clear objectives and streamlining my investment strategy. I particularly like Tom’s approach of explaining things simply and clearly and that he takes care of execution once we have decided on an approach. I wish I had found Tom earlier in my financial planning cycle.”Anthony, Director, Banking
“Having been self-employed and working abroad for many years I was fast approaching retirement with no comforting fund to support me. Thankfully I was approached by one of the founding partners of Lathe & co, she managed to pull together the strands of what retirement monies I had set aside, and with some sound and effective advice, I no longer have to worry about my future.”Larry Buckeridge retired – Previously project director at Amec Foster Wheeler
“Since first working with Haydn he has met and surpassed my expectations of working with financial advisers. His knowledge of the industry and efforts to get to know myself has helped to exceed my financial expectations and gives me confidence. Regular updates and communication make his advice more concise and accurate for my portfolio needs.”Davinder Bachra, Director, AON
“Tom has consistently provided friendly, patient and professional advice, demonstrating great expertise in the consolidation of my pension arrangements. He has met all my objectives as an intermediary, not only easing the administrative burden, but also providing regular updates and ongoing service.”Mark Trumper, Broker, Insurance
“I have been taking advice from Alistair Fullerton for several years and have always found him patient, impartial and utterly professional. I would have no hesitation in recommending his services to any friends or family.”Tim Aldridge, Retired Managing Director, Guy Carpenter
“Before I went to see Toby, I had no idea what choices were available to me for retirement planning. I am glad to say that with Toby’s and Lathe & Co’s help I have been able to make informed financial decisions as respects my and my family’s future. I am so glad I went to see Toby.”Graham, Partner, JLT
“It was only in the last few years that I was fortunate enough to have met Haydn Brooks and Toby Bentley. Their knowledge and ability to explain pensions succinctly is their strength. Their advice has ensured my pension is optimised from an investment and tax perspective, especially given I’m an Australian citizen looking to return. They are professional, extremely responsive and fun to talk with. I would recommend them to all friends and family.”Stephen Condon, Front Office Surveillance, Natwest Markets
“Alistair and his team have advised me for the last 5 years and have always been responsive and professional in their approach. The advice given has been clear, well explained and concise.”Keith Tuffin, Partner, Accounting Firm
“For the last 5 years Laura has recovered my situation from having several old pensions on hold doing nothing, leaving a big deficit in my retirement fund, to turning them into profitable pots that will meet my needs when I retire. On top of this I meet with Laura twice a year to keep on top of any change in circumstances, I had a plan that I shared with here early on and has responded each time to this and provided the best options to stay ahead and get the most out of my money. As a result of Laura turning my position round so positively I have had total confidence in recommending her to a good number of my friends and colleagues.”Glenda Parry – Portfolio manager at Charles Taylor
“Haydn has helped myself and our business with our finances and insurance to ensure a balance I wouldn’t be able to organise on my own. He offers helpful and detailed explanations and is always available to provide help with any questions I may have. I would recommend him without hesitation.”Edward Wheeler, Managing Director – Wheeler Electrical
“‘It is always reassuring to receive refreshingly honest advice when it comes to financial planning. Rory Kinnear and Haydn Brooks have helped us balance saving and enjoying our money in appropriate measures. In just over a year of having a common sense reality check on our finances we have cleared all debt and become more focused on making our money work for us now and in the future.”Nicola Smith, Director, Bank of America
“For over 8 years Alistair and I have worked together to make the best choices for my pension, insurances and investments. These have always been based on my personal employment circumstances, risk appetite and affordability. Alistair explains every option clearly and there's never any pressure to go one way or other. I’m kept well informed but get advice only when I ask for it and is always been spot on. I've comfortably recommended Lathe & Co to several friends and colleagues and only ever been thanked for it.”Shaun Phelan, Self Employed
“Laura Whetstone was recommended to me by a colleague of mine who was retiring and had shared with me his positive experience of working with Laura and Lathe & Co who were managing his retirement fund. Since working with Laura I have always found her to be helpful, informative and responsive to any query that is raised by the client. Laura is very professional and knowledgeable of the investment industry. Laura is always proactive in advising her clients of how they can benefit with their Pensions and investments and makes investing easy and stress free for the client. I would recommend Laura and Lathe & Co to anyone who is looking to grow their retirement portfolio or investments quickly and safely.”Mr A Barclay (2020) QBE
“Haydn & Lathe & Co have got to know me and my family over the years and have given some excellent advice what was personally tailored to our short, medium and long terms goals. They have our best interest at heart and our financial plan is in a much better place as a result.”John Swann, CNA Hardy
“We invited Lathe & Co to come in and offer financial advice to our employees. The feedback was overwhelmingly positive and lots of people engaged with the process. I personally used their service and I wanted to highlight some of the great things about L&C: Professional; Responsive; Tailored; Make information easily digestible and in plain English; High touch”Sobechi Foster, Group Head of HR, Investoo
“As first-time buyers, Toby's understanding and expert advice was just what we needed. He was supportive and knowledgeable every step of the way and we always felt at ease knowing he was co-ordinating matters. We would not hesitate to recommend him to anyone seeking a mortgage!”Jessica Clarke
“Haydn has always provided me with impartial advice and his professional approach ensures peace of mind and more importantly financial security. I have been impressed by his extensive knowledge of the market and his ability to understand my requirements and offer the correct financial advice for my circumstances.”Tim Clarke, Managing Director, Lockton
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