About Us
A different breed of financial adviser
Independent Financial Advisers based in the City of London offering tailored advice to individuals, families, and business owners across the UK.
From the way we work to the culture of our team, we are proud to be different.
“At Lathe & Co, we are proud to do things differently. We believe exceptional financial advice is built on long term relationships, technical expertise, and genuinely understanding the people behind the plans.
Our culture is centred around professionalism, collaboration, and continuous development, both for our clients and our team. From experienced advisers to those beginning their careers in financial planning, we are passionate about creating an environment where people can learn, grow, and thrive.”
Laura Whetstone APFS
Director & Chartered Financial Planner
How we work
We believe in being open and transparent about our fees from the outset.
We charge a one-off initial advice fee and an ongoing service fee, calculated as a percentage of the assets we manage for you. We will always confirm our fees in writing before any work begins. There are no hidden charges, and no ties to any product provider, meaning our recommendations are based solely on what is right for you.
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
Professional excellence sits at the heart of everything we do. Members of our team hold Chartered Financial Planner status, with several having achieved Fellowship of the Personal Finance Society, the highest level of professional recognition awarded by the Personal Finance Society and attained by only a small proportion of financial planning professionals nationally. This commitment to technical excellence extends throughout the firm, not only among those delivering advice, but across our wider leadership team.
Your adviser will be part of our External Client Services (ECS) team and will have overall responsibility for your financial plan. Behind the scenes, our Internal Client Services (ICS) team and senior leadership team work closely together to ensure your plan is delivered smoothly and effectively.
Haydn Brooks
Financial Adviser I DipFA Director I ECS
Molly Burd
Chartered Financial Planner I FSPS Cert CII (MP) ECS
Mark Butterworth
Chartered Financial Planner | FPFS Chief Operating Officer | ICS
Will Carrick Smith
Financial Adviser I DipPFS ECS
Henrietta Dymott
Head of ICS I DipPFS Associate Director | ICS
Thomas Eyles
Financial Adviser I DipPFS Director I ECS
Alistair Fullerton
Financial Adviser I DipPFS Director I ECS
Matthew Hargreaves
Head of Adviser Development I DipPFS ECS
Oliver Johns
Financial Adviser I DipPFS ECS
Rory Kinnear
Financial Adviser I DipPFS Associate Director I ECS
Christian Lloyd-Williams
Chartered Financial Planner | APFS ECS
Alistair Newson
Financial Adviser I DipPFS ECS
Trumble Outhwaite
Financial Adviser | DipPFS ECS
Dan Partington
Financial Adviser | ACSI ECS
Cherie Rosser
Head of Finance | CIMA Associate Director | ICS
Gareth Smith
Chartered Financial Planner | FPFS Head of Advice Policy and Governance | ICS
Laura Whetstone
Chartered Financial Planner | APFS Director | ECS
Get to know us
Download our Client Information Guide for an introduction to who we are, how we work, and what to expect as a client.
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