About Us


From the way we work to the culture of our team, we are proud to be different.

From the way we work to the culture of our team, we are proud to be different.

How we work

Financial Review

We recognise that every client is different. Some have yet to begin any financial planning in earnest, while others use us to add finesse to their already well-developed plans. Most are somewhere in-between. Before we can advise our clients on which areas to consider first, we need to discover what has or hasn’t been done so far. Our clients aren’t naïve – we know that most financial planning ideas aren’t new to them – but they are busy people who often lack the time to devise, execute and maintain their own financial plan.

Expert Upfront Advice

At Lathe & Co, our job is to streamline things for you. We have the expertise to hone in on your priorities and to make challenging concepts seem simple. First, we listen to your plans and, if you want, we can suggest ways in which those plans could be improved. Then we divide your proposal into digestible tasks that we take care of. Throughout the process, you are always in complete control of your financial plan; we just look after the details.

Ongoing Strategy

Our commitment to giving pragmatic, but insightful, advice to our clients never stops. Creating a financial plan is only the initial step of an effective wealth management strategy. Maintaining the plan is a much bigger task. This is where Lathe & Co’s advisers can really make a difference as to how your proposal unfolds in practice.

Affiliated Services

Whether it’s buying a house abroad or separating from your partner, life can take all sorts of unexpected turns. As your independent adviser, we are more than happy to provide trusted referrals to professional services, including accountants, solicitors, and foreign exchange specialists.

Meet the team

Your adviser will be part of our external client services team (ECS), and they will have overall responsibility for your financial plan. But from internal client services (ICS) to our non-executive leadership, there are a great many more talented people working behind the scenes to ensure your plan is executed smoothly.

Toby Bentley

Financial Adviser I DipPFS Cert CII (MP) Associate Director I ECS

Haydn Brooks

Financial Adviser I DipFA Director I ECS

Molly Burd

Financial Adviser I DipPFS Cert CII (MP) ECS

Photo of Will Carrick Smith

Will Carrick Smith

Financial Adviser I DipPFS ECS

Photo of Anna Darling

Anna Darling

Analyst ICS

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Henrietta Dymott

Head of ICS I CCBI Associate Director

Thomas Eyles

Financial Adviser I DipPFS Director I ECS

Alistair Fullerton

Financial Adviser I DipPFS Director I ECS

Rory Kinnear

Financial Adviser I DipPFS Associate Director I ECS

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Stacy Mann

Head of Compliance and People Management ICS

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Isaac Miller

Financial Adviser I DipPFS ECS

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Cherie Rosser

Finance I CIMA ICS

Laura Whetstone

Chartered Financial Adviser I APFS Director I ECS

Non-Executive Directors

Olaf Rogge

Olaf Rogge is an enormously successful businessman who Lathe & Co is proud and privileged to be able to work closely with. Olaf spent the last 30+ years building the global fixed income specialist manager, Rogge Global Partners Ltd, which he founded, growing it to a firm with assets under management in excess of $60bn before its sale to Allianz Global Investors in 2016. Previously he held a variety of leadership roles at Lombard Odier and LF Rothschild, Unterberg, and Towbin. Olaf Rogge was educated at the Banking University in Hamburg, Germany, finishing as a qualified banker in 1973.

Photo of Olaf Rogge

David Witzer

David Witzer is the COO of wealth and investment manager, Plurimi Wealth. A trained lawyer, David Witzer has extensive experience in global financial markets that he is distilling for Lathe & Co. Since 1995 he has been a director and Senior Partner at Rogge Global Partners, while at the same time serving as CEO of Tokio Marine Rogge Asset Management,a joint venture with Rogge Global Partners. David Witzer has held a variety of diverse senior leadership roles at Rogge Global, including advisory services, corporate strategy, information technology, regulatory framework and compliance, human resources, outsourcing, and established mutual funds in multiple jurisdictions including, Ireland, Luxembourg and the United States. More recently David was also CEO of Icelandic investment advisory business, Fossar Markets.

Photo of David Witzer
“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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Lathe & Co Wealth Advisers Ltd is Directly Authorised by the Financial Conduct Authority (No 838186). Lathe & Co Wealth Advisers Ltd is Registered in England and Wales, No: 11101637. Registered Address: Second Floor, 2 Throgmorton Avenue, London, EC2N 2DG.

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