Lathe & Co Wealth Advisers
Lathe & Co Wealth Advisers is an independent financial advisory firm that focuses on the interests of its clients without affiliations to asset managers or networks. They provide financial solutions, including investment management and pension planning, supported by institutional research.
- Risk profiling
- Pension planning
- Investment management
- Financial advisory services
- Sustainable investment portfolios
Locations
Competitors
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Southover Wealth provides personal, face-to-face wealth management advisory services as partners within the St.
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The Private Office is an award-winning team of independent, Chartered Financial Planning experts dedicated to protecting and growing your wealth.
Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, London, specialising in ethical and sustainable investment advice.
Company Details
Lathe & Co Wealth Advisers is operated by Lathe & Co Wealth Advisers Ltd and is a Active company incorporated on 7 December 2017 with the registered office located in London, City of London. Lathe & Co Wealth Advisers Ltd was registered 7 years ago.
Status
Active
Size
Small
Directors
4
Age
7 years old
Employees
18
Turnover
Unreported
Total Assets
£4.3M
Cash in Bank
£3.26M
Total Liabilities
-£851.09K
Teams
20
13
6
1
2
Principal Financial Adviser I Director • Joined Dec 2017
Chief Operating Officer • Joined Nov 2024
Head Of Operations • Joined Jun 2021
Director • Joined Dec 2017
Director • Joined Dec 2017
Associate Director • Joined Jun 2023
Compliance Manager • Joined Jan 2022
Director & Financial Adviser • Joined Jan 2018
Administrator • Joined Sep 2024
Analyst • Joined May 2023
Director & Financial Adviser • Joined Jan 2018
Independent Financial Advisor • Joined Apr 2024
Analyst • Joined Jan 2025
Analyst • Joined Jan 2025
Paraplanner • Joined Oct 2024
Paraplanner • Joined Nov 2024
Paraplanner • Joined Jun 2023
Independent Financial Advisor • Joined Sep 2021
Independent Financial Adviser • Joined Aug 2019
Independent Financial Advisor • Joined Feb 2020
Chief Operating Officer • Joined Nov 2024
Director • Joined Dec 2017
Director • Joined Dec 2017
Associate Director • Joined Jun 2023
Compliance Manager • Joined Jan 2022
Operations • Joined Apr 2018
Administrator • Joined Sep 2024
Principal Financial Adviser I Director • Joined Dec 2017
Associate Director | Head Of Operations • Joined Jul 2023
View 20 members