Simple & attainable financial planning for everyone.

Adaptable plans for real life

We look beyond the money you have right now. Your wealth, family status and aspirations evolve over time, so your financial plan should evolve too.

Why Us

Your Future, Now.

At Lathe & Co we do things a little differently. We make things simple and attainable because we believe that financial planning is for everyone.

How we work

Well rounded Expertise

We’re a nimble firm with real people who care about people. Our combined experiences led us to believe this industry could do better. So here we are.

Meet the team

Human-centric Technology

We combine cutting-edge investment analytics with human insight to consistently match whatever is happening in your life, and the world, right now.

Our Solutions

Take us and Your Money Everywhere

A personalised app that allows you to view your portfolio and get in touch with an adviser wherever you are in the world.

Coming Soon

“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

Contact Lathe & Co

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