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
